The Weekly Exchange 401kExchange Logo

OCTOBER 24, 2007 NEWSLETTER SPONSORS


Sponsor NameSponsor Name
Sponsor Name



Sponsor Name
Sponsor Name




PacificLife

Visit the
Newsletter
Archive

Unsubscribe
From Future
Newsletters


 

The Roth 401(k)
 


 

  

THE ROTH 401(K) option provides a distinctly alternative tax benefit to the traditional 401(k) model and offers more flexibility in retirement planning.

Read More

From Last Week's Exchange

Surrender Charges – Our Industry’s Dirty Little Secret
 

THOUGH ALMOST NO provider imposes surrender on new plans, there are tens of thousands of plans living under its threat.  And, while all plan sponsors might have agreed to these charges, Congress and the DoL would do well to include scrutiny of surrender charges when reviewing 401(k) fees.


Read More

Prospect Pipeline APPOINTMENTS
Over $43 Million in 401(k) Set Appointments Available!

Appointments currently available for sale with Plan Sponsors who want to meet face to face on a specific date and time!  For lead details, contact your Account Executive or call 877-777-401k, extension 3573, to speak with Mary Christopher (mchristopher@401kExchange.com).
 

Lead Area Code State Assets Appt. Date Appt. Time
1 501 AR $1,200,000 11/6/07 10:00am
2 619 CA $150,000 11/8/07 1:30pm 
3 209 CA $700,000 11/14/07 2:00pm 
4 407 FL $1,000,000 11/5/07 12:00pm
5 941 FL $1,000,000 11/14/07 2:30pm 
6 305 FL $1,700,000 11/2/07 3:00pm 
7 954 FL * 11/15/07 10:30am
8 305 FL * 11/5/07 10:00am
9 407 FL * 10/30/07 3:30pm 
10 765 IN $800,000 11/5/07 10:00am
11 765 IN $800,000 11/5/07 10:00am
12 812 IN $1,200,000 11/20/07 10:00am
13 260 IN $1,500,000 11/16/07 2:00pm 
14 260 IN $1,600,000 11/7/07 10:00am
15 260 IN $2,000,000 10/31/07 10:00am
16 765 IN * 11/7/07 11:00am
17 606 KY $300,000 11/9/07 9:00am 
18 270 KY $700,000 11/14/07 10:00am
19 207 ME $1,000,000 11/6/07 9:00am 
20 507 MN $2,700,000 11/19/07 2:00pm 
21 507 MN * 11/7/07 9:00am 
22 573 MO $300,000 11/5/07 3:00pm 
23 417 MO $1,000,000 11/6/07 10:00am
24 919 NC $212,000 11/5/07 3:00pm 
25 252 NC $300,000 11/7/07 3:00pm 
26 828 NC $450,000 11/8/07 10:00am
27 336 NC $600,000 11/14/07 10:00am
28 828 NC $750,000 11/14/07 9:00am 
29 919 NC * 11/5/07 2:00pm 
30 919 NC * 11/8/07 9:00am 
31 701 ND $800,000 11/15/07 2:00pm 
32 631 NY $300,000 11/5/07 2:00pm 
33 315 NY $350,000 11/8/07 10:00am
34 607 NY $500,000 11/15/07 10:00am
35 607 NY $670,000 11/15/07 10:00am
36 607 NY $1,100,000 10/30/07 10:00am
37 607 NY $1,200,000 10/30/07 10:00am
38 607 NY $1,200,000 11/15/07 10:00am
39 518 NY $1,500,000 11/7/07 10:00am
40