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NOVEMBER 12, 2008		NEWSLETTER SPONSORS
Industry Insight from Fred Barstein October Opportunity Index Picks up in Mid Market     WITH NO SURPRISE to anyone, given current market conditions, the 2008 401kExchange Opportunity Index¹ continues to weaken. With the exception of the Mid Market ($10-$100 million in assets), which at 6.01%, is up from 5.36% last October and just slightly... Read More     Notable Findings in Current issue of Retirement Plan Trends in Today’s Healthcare Market – 2008     THE RECENTLY RELEASED survey, Retirement Plan Trends in Today’s Healthcare Market – 2008, conducted by Diversified Investment Advisors (Diversified) and the American Hospital Association (AHA) cites that the recent overhaul of 403(b) regulations has had a more sweeping impact on decisions regarding retirement... Read More       From Last Week's Exchange The World Changed   SOMETIME IN THE last three months, the world changed. Perhaps the factors that caused the change took years to form but all these factors seemed to come together recently all over the world. To underscore the magnitude of this... Read More       Prospect Pipeline APPOINTMENTS Over $126 Million in 401(k) Set Appointments Available! Appointments are currently available for sale with Plan Sponsors who want to meet face to face on a specific date and time. All appointments listed in the Weekly Exchange are subject to, but not limited to assignment, rescheduling or cancellation. These appointments are listed and available on a first-come-first-serve basis. These Leads are exclusive to one advisor for one full year. For more information, contact your Account Executive at 1-877-777-401k (4015). Or contact Mary Christopher, ext. 3573 or mchristopher@401kexchange.com. Lead # Area Code State Assets Appt. Date Appt. Time 1 334 AL $500,000 11/24/08 1:00pm 2 334 AL $2,000,000 12/1/08 10:30am 3 334 AL $300,000 12/4/08 10:00am 4 334 AL $1,000,000 12/18/08 2:00pm 5 928 AZ $800,000 12/4/08 10:00am 6 415 CA * 11/21/08 11:00am 7 415 CA * 12/8/08 10:00am 8 408 CA * 12/16/08 2:00pm 9 203 CT $2,000,000 11/19/08 9:30am 10 203 CT $2,900,000 12/3/08 9:00am 11 202 DC $2,000,000 11/19/08 10:00am 12 202 DC $150,000 12/3/08 10:30am 13 302 DE $1,800,000 11/20/08 10:30am 14 954 FL * 11/17/08 3:00pm 15 321 FL $1,000,000 12/10/08 9:00am 16 912 GA $500,000 11/17/08 10:00am 17 770 GA $500,000 12/3/08 10:00am 18 770 GA $300,000 12/4/08 11:00am 19 229 GA $500,000 12/4/08 9:00am 20 208 ID * 11/18/08 9:00am 21 815 IL $600,000 12/1/08 9:00am 22 309 IL $600,000 12/10/08 10:00am 23 217 IL $2,700,000 12/10/08 2:00pm 24 312 IL * 12/16/08 1:30pm 25 312 IL $900,000 12/18/08 2:00pm 26 708 IL $1,300,000 12/18/08 3:00pm 27 812 IN $250,000 11/18/08 10:00am 28 260 IN $250,000 11/19/08 10:00am 29 812 IN $600,000 11/19/08 2:00pm 30 812 IN $990,000 11/19/08 2:00pm 31 260 IN $600,000 12/16/08 10:00am 32 620 KS $375,000 11/19/08 10:00am 33 502 KY $2,000,000 11/18/08 2:00pm 34 859 KY $600,000 11/19/08 10:00am 35 502 KY $1,200,000 12/9/08 2:00pm 36 502 KY $500,000 12/10/08 10:00am 37 337 LA $500,000 12/9/08 11:00am 38 413 MA $300,000 11/17/08 10:00am 39 413 MA $1,200,000 11/25/08 10:00am 40 301 MD * 11/17/08 10:00am 41 410 MD $680,000 11/19/08 2:00pm 42 410 MD $1,000,000 12/2/08 10:00am 43 410 MD $2,700,000 12/2/08 9:30am 44 410 MD * 12/4/08 9:00am 45 410 MD $680,000 12/8/08 2:00pm 46 410 MD $900,000 12/8/08 9:00am 47 410 MD $900,000 12/8/08 9:00am 48 410 MD * 12/10/08 8:30am 49 810 MI $900,000 11/18/08 10:00am 50 517 MI $500,000 11/19/08 3:00pm 51 989 MI * 11/21/08 10:00am 52 616 MI $300,000 12/22/08 10:00am 53 507 MN $500,000 11/20/08 1:30pm 54 507 MN $2,999,999 11/20/08 10:00am 55 651 MN * 11/20/08 9:00am 56 218 MN $1,000,000 11/21/08 9:00am 57 612 MN * 11/24/08 11:00am 58 507 MN $2,500,000 12/4/08 10:00am 59 651 MN * 12/11/08 10:00am 60 612 MN * 12/16/08 9:00am 61 573 MO $1,100,000 11/20/08 10:00am 62 636 MO $1,900,000 11/25/08 10:00am 63 314 MO $2,500,000 12/15/08 9:00am 64 314 MO $700,000 12/16/08 3:00pm 65 601 MS $2,000,000 11/18/08 9:00am 66 662 MS $600,000 11/19/08 11:30am 67 252 NC $400,000 11/18/08 10:00am 68 252 NC $450,000 11/19/08 2:00pm 69 910 NC $900,000 12/2/08 9:00am 70 919 NC * 12/16/08 10:30am 71 704 NC $250,000 12/19/08 9:00am 72 402 NE $1,500,000 12/2/08 3:00pm 73 973 NJ $300,000 11/18/08 1:30pm 74 732 NJ $500,000 12/3/08 9:00am 75 575 NM $1,000,000 12/9/08 2:00pm 76 702 NV * 11/18/08 10:00am 77 775 NV $900,000 11/19/08 10:00am 78 315 NY * 11/21/08 9:00am 79 315 NY $1,300,000 11/25/08 3:00pm 80 518 NY $1,500,000 12/3/08 10:00am 81 315 NY $2,000,000 12/5/08 10:00am 82 585 NY $600,000 12/9/08 11:00am 83 315 NY $2,500,000 12/10/08 11:00am 84 212 NY * 12/10/08 9:00am 85 716 NY $2,400,000 12/11/08 10:30am 86 518 NY * 12/17/08 9:30am 87 740 OH $1,600,000 11/13/08 9:00am 88 419 OH * 11/14/08 2:00pm 89 614 OH * 12/2/08 9:30am 90 419 OH $350,000 12/4/08 10:30am 91 580 OK $700,000 11/13/08 2:00pm 92 580 OK $220,000 11/14/08 2:00pm 93 580 OK $800,000 12/8/08 9:00am 94 580 OK $1,200,000 12/10/08 10:00am 95 503 OR $550,000 11/18/08 2:00pm 96 541 OR * 12/9/08 9:00am 97 724 PA $1,000,000 11/14/08 9:00am 98 570 PA $500,000 11/26/08 10:00am 99 814 PA * 12/3/08 1:00pm 100 412 PA * 12/4/08 11:00am 101 570 PA $1,000,000 12/9/08 1:00pm 102 717 PA * 12/11/08 2:00pm 103 570 PA * 12/18/08 2:30pm 104 401 RI $1,000,000 12/11/08 2:00pm 105 843 SC $1,200,000 11/19/08 2:00pm 106 843 SC $450,000 11/24/08 9:30am 107 803 SC $600,000 12/1/08 10:00am 108 803 SC $2,500,000 12/1/08 9:00am 109 803 SC $500,000 12/3/08 9:30am 110 803 SC $2,000,000 12/3/08 3:00pm 111 864 SC $800,000 12/10/08 10:00am 112 803 SC $2,000,000 12/10/08 10:00am 113 803 SC $500,000 12/16/08 10:30am 114 803 SC $500,000 12/19/08 9:30am 115 605 SD $100,000 11/18/08 9:00am 116 605 SD $850,000 12/5/08 9:00am 117 931 TN $500,000 11/18/08 10:00am 118 865 TN * 11/20/08 2:00pm 119 423 TN $600,000 12/3/08 9:00am 120 409 TX $1,700,000 11/13/08 10:00am 121 979 TX $625,000 11/14/08 3:00pm 122 979 TX $2,000,000 11/18/08 2:00pm 123 903 TX * 11/20/08 10:00am 124 214 TX * 11/21/08 2:00pm 125 817 TX $400,000 12/4/08 2:00pm 126 936 TX $1,000,000 12/9/08 9:30am 127 469 TX $300,000 12/10/08 10:30am 128 409 TX $2,000,000 12/10/08 3:00pm 129 936 TX $500,000 12/17/08 9:00am 130 936 TX $750,000 12/18/08 9:00am 131 801 UT $600,000 11/21/08 10:00am 132 801 UT $200,000 12/11/08 9:00am 133 801 UT $700,000 12/16/08 1:00pm 134 540 VA $600,000 11/13/08 1:30pm 135 703 VA $2,100,000 11/18/08 9:30am 136 434 VA $300,000 12/10/08 10:00am 137 509 WA * 11/13/08 2:00pm 138 360 WA * 11/19/08 10:00am 139 253 WA * 11/20/08 9:00am 140 509 WA * 11/25/08 9:00am 141 509 WA * 12/4/08 10:00am 142 206 WA $1,500,000 12/9/08 11:00am 143 509 WA $1,000,000 12/18/08 3:30pm 144 920 WI $1,800,000 11/14/08 10:00am 145 608 WI * 11/17/08 10:00am 146 414 WI $300,000 11/18/08 10:00am 147 715 WI $2,500,000 11/18/08 11:00am 148 414 WI * 11/19/08 9:30am 149 715 WI $1,500,000 11/20/08 10:30am 150 920 WI $1,300,000 11/21/08 10:00am 151 715 WI * 11/21/08 10:00am 152 608 WI * 11/24/08 11:00am 153 920 WI * 11/25/08 10:00am 154 715 WI $350,000 12/1/08 9:00am 155 414 WI $1,000,000 12/2/08 2:00pm 156 715 WI $1,200,000 12/4/08 9:00am 157 715 WI $2,100,000 12/8/08 9:00am 158 920 WI * 12/8/08 11:00am 159 262 WI $2,500,000 12/9/08 10:00am 160 608 WI * 12/9/08 10:00am 161 262 WI $400,000 12/11/08 1:00pm 162 304 WV $500,000 11/17/08 9:00am * More information will be provided when you speak with a 401kExchange representative.		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