November 401kExchange Opportunity Index – Market Slowdown Continues

THE NOVEMBER 401KEXCHANGE Opportunity Index¹ continued to show potentially slower plan sponsor movement in the future.  While the micro market...
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Retaining Retirement Plan Clients Through Partnering
 

YOU’VE WORKED HARD to win the business of a large retirement plan.  Now how do you keep the relationship solid for years to come?  A retirement plan solutions... Read More

From Last Week's Exchange

RFP’s for Advisor – Their Time May be Coming
 

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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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).