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OCTOBER 24, 2007 NEWSLETTER SPONSORS


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PacificLife

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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.

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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.


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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
40 315 NY $1,500,000 11/16/07 10:00am
41 518 NY $2,000,000 10/30/07 10:00am
42 918 OK $400,000 10/30/07 10:00am
43 918 OK $700,000 11/8/07 2:30pm 
44 918 OK $1,200,000 11/7/07 9:00am 
45 918 OK $2,000,000 11/12/07 10:00am
46 918 OK $2,000,000 11/15/07 9:00am 
47 503 OR $1,500,000 10/26/07 1:00pm 
48 814 PA $400,000 10/30/07 10:00am
49 724 PA * 11/6/07 9:00am 
50 843 SC $920,000 12/4/07 10:00am
51 803 SC * 11/6/07 10:00am
52 931 TN * 11/7/07 10:00am
53 715 WI $250,000 11/7/07 2:00pm 
54 608 WI $1,300,000 11/12/07 9:00am 
55 608 WI * 11/6/07 10:30am

* More information will be provided when you speak with a 401kExchange representative.
 

Prospect Pipeline LEADS
Over $11 Million in 401(k) Business Opportunities!

Leads contain immediate opportunities with Plan Sponsor prospects that are either dissatisfied or actively looking for a plan price/value audit!  For lead details, contact 877-777-401k ext. 3573 or  mchristopher@401kExchange.com.

Lead # Area Code State Assets
56 714 CA $300,000
57 478 GA $200,000
58 260 IN $750,000
59 410 MD $2,000,000
60 505 NM $3,000,000
61 212 NY $1,000,000
62 804 VA $2,600,000
63 703 VA $700,000
64 703 VA $550,000

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