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NOVEMBER 7, 2007 NEWSLETTER SPONSORS

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PacificLife

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Industry Insight from Fred Barstein
October 401kExchange Opportunity Index –
Deja Vu all Over Again

 

 

AT THE RISK of sounding like a broken record, the October 2007 401kExchange Opportunity Index¹ continued to show that fewer plans sponsors are likely...

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Why Plan Sponsors Can Be Better Served by Local TPAs
 

 

THE PRIMARY REASON local TPAs continue to gain retirement plan market share, lies in the fact they are often more proactive, responsive, and creative in...

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Implementing Automatic Services Leads Plan Sponsors’ List of Anticipated Changes in the New Year

 

 

THE PENSION PROTECTION Act of 2006 calls attention to the need for employers to implement more tools and services that compel employees to take action and...

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From Last Week's Exchange

Leveraging Providers to Grow Your Retirement Business

 

MOST EXPERIENCED RETIREMENT advisors work closely with two to three providers giving them a majority of their business.  Though they should be open to working with all providers and have another three...
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Prospect Pipeline APPOINTMENTS
Over $50 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. Date
1 205 AL $800,000 11/20/2007 1:00pm 
2 949 CA $200,000 11/9/2007 3:00pm 
3 321 FL * 11/12/2007 10:00am
4 941 FL $800,000 11/13/2007 10:00am
5 954 FL * 11/15/2007 10:30am
6 727 FL $750,000 11/15/2007 2:00pm 
7 561 FL $1,000,000 11/26/2007 10:00am
8 941 FL * 11/28/2007 10:00am
9 706 GA $450,000 11/13/2007 2:00pm 
10 712 IA $825,000 11/14/2007 10:00am
11 260 IN $800,000 11/14/2007 9:30am 
12 812 IN $1,200,000 11/20/2007 10:00am
13 260 IN $1,000,000 11/28/2007 9:30am 
14 812 IN $1,400,000 11/29/2007 3:00pm 
15 574 IN * 11/29/2007 9:00am 
16 316 KS $400,000 11/14/2007 10:30am
17 785 KS $600,000 11/27/2007 11:00am
18 270 KY $700,000 11/14/2007 10:00am
19 270 KY $800,000 11/15/2007 1:00pm 
20 502 KY $2,500,000 11/15/2007 2:00pm 
21 270 KY $1,400,000 11/16/2007 10:30am
22 318 LA $236,000 11/21/2007 11:00am
23 301 MD $150,000 11/27/2007 10:00am
24 313 MI * 11/13/2007 10:00am
25 231 MI $550,000 11/13/2007 10:00am
26 269 MI * 11/15/2007 2:00pm 
27 517 MI $400,000 11/21/2007 10:00am
28 507 MN $1,000,000 11/21/2007 9:00am 
29 314 MO * 11/28/2007 1:00pm 
30 828 NC $700,000 11/13/2007 9:00am 
31 336 NC $620,000 11/15/2007 10:00am
32 252 NC $1,600,000 11/16/2007 2:00pm 
33 910 NC $400,000 11/27/2007 2:00pm 
34 828 NC $600,000 11/28/2007 10:00am
35 919 NC * 11/29/2007 11:00am
36 701 ND $800,000 11/15/2007 2:00pm 
37 402 NE $1,000,000 11/14/2007 9:00am 
38 973 NJ * 11/27/2007 10:00am
39 607 NY $1,200,000 11/15/2007 10:00am
40 518 NY $1,000,000 11/20/2007 10:00am
41 518 NY $1,400,000 11/21/2007 9:00am 
42 518 NY * 11/26/2007 9:00am 
43 419 OH $1,400,000 11/28/2007 2:00pm 
44 216 OH * 11/28/2007 2:00pm 
45 918 OK $2,000,000 11/12/2007 10:00am
46 918 OK $600,000 11/13/2007 10:00am
47 918 OK $1,200,000 11/19/2007 9:00am 
48 918 OK * 11/19/2007 9:00am 
49 724 PA $500,000 11/14/2007 2:00pm 
50 814 PA $1,450,000 11/28/2007 2:00pm 
51 412 PA $650,000 11/29/2007 9:00am 
52 864 SC $1,500,000 11/13/2007 2:00pm 
53 865 TN $400,000 11/14/2007 2:00pm 
54 901 TN $1,400,000 11/16/2007 1:00pm 
55 901 TN $200,000 11/28/2007 2:00pm 
56 713 TX $700,000 11/13/2007 9:30am 
57 713 TX $700,000 11/19/2007 2:00pm 
58 713 TX $3,500,000 11/20/2007 11:00am
59 713 TX $3,000,000 11/21/2007 9:00am 
60 210 TX $900,000 11/27/2007 10:00am
61 512 TX $400,000 11/27/2007 9:00am 
62 801 UT * 11/29/2007 9:00am 
63 360 WA $1,100,000 11/9/2007 10:00am
64 206 WA $400,000 11/9/2007 10:00am
65 360 WA $600,000 11/13/2007 1:30pm 
66 360 WA $500,000 11/14/2007 12:30pm
67 715 WI * 11/16/2007 9:00am 
68 608 WI * 11/28/2007 3:00pm 
69 920 WI $150,000 11/29/2007 4:00pm 

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


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