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NOVEMBER 28, 2007 NEWSLETTER SPONSORS

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PacificLife
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Industry Insight from Fred Barstein

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WHILE MOST MID-MARKET and larger Defined Contribution plans routinely send out an RFP when shopping for a new record keeper, very few plans of...

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Retirement Education in the Workplace

 

OVER THE LAST several years we have seen some major changes in the retirement marketplace. As investment professionals, we have a responsibility to...
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Prospect Pipeline APPOINTMENTS
Over $68 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
1 256 AL * 12/14/07 2:30pm 
2 707 CA $300,000 12/11/07 2:00pm 
3 408 CA * 12/10/07 2:00pm 
4 203 CT $600,000 12/4/07 10:00am
5 203 CT * 12/5/07 10:00am
6 813 FL $1,400,000 12/6/07 9:00am 
7 954 FL $1,500,000 12/12/07 9:00am 
8 727 FL * 12/11/07 10:00am
9 813 FL * 12/3/07 1:00pm 
10 217 IL $900,000 12/3/07 3:00pm 
11 815 IL $1,000,000 12/12/07 2:00pm 
12 312 IL $1,500,000 12/12/07 9:00am 
13 309 IL * 12/18/07 3:00pm 
14 847 IL * 12/13/07 2:00pm 
15 765 IN $400,000 12/12/07 10:30am
16 260 IN $1,500,000 12/5/07 9:00am 
17 812 IN * 12/3/07 10:00am
18 812 IN * 12/5/07 2:00pm 
19 785 KS $500,000 12/5/07 3:00pm 
20 316 KS $500,000 12/6/07 2:30pm 
21 785 KS $600,000 12/5/07 10:30am
22 316 KS $1,200,000 12/6/07 10:30am
23 316 KS * 12/11/07 9:30am 
24 502 KY $500,000 12/10/07 10:00am
25 270 KY $800,000 12/6/07 1:00pm 
26 270 KY $1,000,000 12/7/07 2:00pm 
27 502 KY * 12/13/07 2:00pm 
28 504 LA $500,000 12/18/07 10:30am
29 508 MA $350,000 12/18/07 10:00am
30 413 MA $600,000 12/4/07 10:00am
31 508 MA $700,000 12/19/07 10:30am
32 413 MA $1,000,000 12/3/07 9:00am 
33 703 MA * 12/12/07 9:00am 
34 301 MD $200,000 12/12/07 9:00am 
35 410 MD $1,200,000 12/10/07 9:00am 
36 207 ME * 12/12/07 10:00am
37 207 ME * 12/5/07 9:00am 
38 734 MI $300,000 12/13/07 9:30am 
39 269 MI $2,000,000 12/11/07 10:00am
40 616 MI * 12/3/07 1:00pm 
41 507 MN $1,600,000 12/13/07 9:00am 
42 507 MN * 12/19/07 9:00am 
43 952 MN * 12/7/07 1:30pm 
44 616 MO * 12/5/07 10:30am
45 636 MO * 12/19/07 9:30am 
46 314 MO * 12/4/07 2:00pm 
47 314 MO * 12/7/07 10:30am
48 704 NC $250,000 12/11/07 2:00pm 
49 919 NC $500,000 12/4/07 10:00am
50 910 NC $550,000 12/12/07 2:30pm 
51 919 NC $600,000 12/6/07 1:30pm 
52 252 NC $650,000 12/10/07 2:00pm 
53 919 NC $750,000 12/5/07 2:00pm 
54 919 NC $750,000 12/11/07 10:00am
55 609 NC $999,000 12/10/07 9:00am 
56 919 NC * 12/20/07 10:30am
57 308 NE $1,200,000 12/4/07 10:00am
58 603 NH $500,000 12/11/07 9:30am 
59 603 NH * 12/14/07 10:00am
60 716 NY $700,000 12/11/07 9:30am 
61 518 NY * 12/6/07 10:00am
62 419 OH $800,000 12/11/07 9:00am 
63 419 OH $800,000 12/13/07 10:00am
64 330 OH * 12/11/07 9:00am 
65 405 OK $1,300,000 12/6/07 2:30pm 
66 814 PA $550,000 12/11/07 10:00am
67 570 PA $700,000 12/4/07 10:00am
68 814 PA $1,500,000 12/11/07 9:30am 
69 814 PA $1,500,000 12/12/07 3:30pm 
70 814 PA $2,500,000 12/11/07 10:30am
71 215 PA * 12/17/07 10:00am
72 901 TN $300,000 12/13/07 10:00am
73 901 TN $500,000 12/5/07 10:30am
74 901 TN $1,200,000 12/5/07 1:30pm 
75 865 TN $1,500,000 12/4/07 9:00am 
76 423 TN $2,500,000 12/11/07 9:00am 
77 615 TN * 12/18/07 10:00am
78 423 TN * 12/12/07 10:30am
79 423 TN * 12/12/07 10:00am
80 423 TN * 12/13/07 10:00am
81 713 TX $260,000 11/30/07 2:00pm 
82 512 TX $400,000 12/11/07 4:00pm 
83 713 TX $500,000 12/14/07 2:00pm 
84 281 TX $600,000 12/4/07 10:00am
85 512 TX $700,000 12/3/07 10:00am
86 713 TX $800,000 12/5/07 9:00am 
87 713 TX $1,000,000 12/4/07 9:00am 
88 713 TX $1,000,000 12/20/07 2:00pm 
89 713 TX $1,200,000 12/5/07 9:00am 
90 713 TX $1,200,000 12/14/07 10:00am
91 713 TX $1,250,000 12/4/07 9:30am 
92 713 TX $2,000,000 12/11/07 10:00am
93 713 TX $2,000,000 12/11/07 9:30am 
94 512 TX $2,200,000 12/4/07 9:00am 
95 214 TX * 12/6/07 9:00am 
96 801 UT * 12/10/07 2:00pm 
97 703 VA * 12/4/07 10:00am
98 802 VT $625,000 12/6/07 10:00am
99 206 WA $400,000 12/12/07 10:00am
100 360 WA $700,000 12/11/07 3:00pm 
101 509 WA $900,000 12/13/07 10:00am
102 509 WA $1,500,000 12/5/07 10:30am
103 206 WA * 12/11/07 10:00am
104 608 WI $500,000 12/11/07 9:00am 
105 608 WI $900,000 12/18/07 3:00pm 
106 715 WI $900,000 12/19/07 9:00am 
107 608 WI $1,300,000 12/18/07 9:00am 
108 920 WI * 12/12/07 9:30am 
109 608 WI * 12/6/07 9:00am 
110 608 WI * 12/12/07 10:00am
111 304 WV * 12/18/07 2:30pm 

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

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