|
|
|
 |
 |
Industry Insight from Fred Barstein
November Opportunity Index
Good News for Advisors and
IO's, but not Record Keepers
 |
|
RECORD KEEPERS MUST be wondering if they
threw a party whether or not any plan sponsors would show
up, as the November 401kExchange
Opportunity
Index¹ for them is at historically anemic lows.
Less than 3% of plans are thinking of changing or
actively searching for a new record keeper in all markets
under $100 million in assets; every market segment is 40%
off 2008 YTD figures, with the...
Read More
|
|
|
|
|
 |
| |
|
|
|
|
|
|
From
Last Week's Exchange
Turning Sand into Silicon
|
|
|
JUST AS MANY
experts are wondering how there can be a true recovery from
cost cutting and tepid top line growth, we get news from
Dubai that has many concerned whether this is just a blip or
the beginning of massive deleveraging of sovereign debt.
So while others are pondering
the fate of the universe, the Dow Jones Industrial...
Read More
|
|
|
|
| |
|
|
|
|
|
Prospect Pipeline APPOINTMENTS
Over $50 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 Melissa
Nixon, ext. 3308 or
mnixon@401kexchange.com.
|
Lead #
|
Area Code
|
State
|
Assets
|
Appt. Date
|
Appt Time
|
|
1 |
251 |
AL |
$350,000 |
1/7/10 |
3:00pm |
|
2 |
479 |
AR |
* |
12/31/09 |
10:00am |
|
3 |
707 |
CA |
$1,300,000 |
12/16/09 |
10:00am |
|
4 |
818 |
CA |
$200,000 |
12/18/09 |
10:00am |
|
5 |
863 |
FL |
$300,000 |
12/15/09 |
9:00am |
|
6 |
561 |
FL |
$300,000 |
12/16/09 |
10:00am |
|
7 |
770 |
GA |
$2,000,000 |
12/17/09 |
2:00pm |
|
8 |
912 |
GA |
$200,000 |
12/28/09 |
11:00am |
|
9 |
706 |
GA |
$2,500,000 |
12/30/09 |
10:00am |
|
10 |
706 |
GA |
$2,800,000 |
12/31/09 |
10:00am |
|
11 |
706 |
GA |
$2,000,000 |
1/6/10 |
2:00pm |
|
12 |
319 |
IA |
$1,500,000 |
12/15/09 |
9:00am |
|
13 |
515 |
IA |
$2,000,000 |
12/15/09 |
10:00am |
|
14 |
712 |
IA |
$2,000,000 |
12/17/09 |
9:00am |
|
15 |
812 |
IN |
$990,000 |
12/15/09 |
9:30am |
|
16 |
812 |
IN |
$500,000 |
12/22/09 |
9:00am |
|
17 |
574 |
IN |
* |
12/29/09 |
10:00am |
|
18 |
502 |
KY |
$300,000 |
12/16/09 |
11:00am |
|
19 |
504 |
LA |
* |
12/31/09 |
3:00pm |
|
20 |
504 |
LA |
$200,000 |
1/15/10 |
9:00am |
|
21 |
207 |
ME |
$900,000 |
12/28/09 |
9:00am |
|
22 |
207 |
ME |
$800,000 |
12/30/09 |
10:00am |
|
23 |
207 |
ME |
* |
12/30/09 |
2:00pm |
|
24 |
218 |
MN |
$500,000 |
12/29/09 |
10:00am |
|
25 |
573 |
MO |
$275,000 |
12/14/09 |
11:00am |
|
26 |
816 |
MO |
$2,500,000 |
12/17/09 |
2:30pm |
|
27 |
816 |
MO |
$1,000,000 |
12/22/09 |
9:00am |
|
28 |
662 |
MS |
$1,000,000 |
12/17/09 |
10:00am |
|
29 |
910 |
NC |
$150,000 |
12/14/09 |
10:00am |
|
30 |
704 |
NC |
$200,000 |
12/17/09 |
2:00pm |
|
31 |
910 |
NC |
$800,000 |
12/17/09 |
10:00am |
|
32 |
704 |
NC |
$350,000 |
12/18/09 |
2:00pm |
|
33 |
910 |
NC |
$1,500,000 |
12/22/09 |
3:00pm |
|
34 |
910 |
NC |
$2,000,000 |
12/28/09 |
10:00am |
|
35 |
910 |
NC |
$600,000 |
12/30/09 |
10:00am |
|
36 |
402 |
NE |
$900,000 |
12/16/09 |
2:00pm |
|
37 |
716 |
NY |
$2,000,000 |
12/15/09 |
11:00am |
|
38 |
716 |
NY |
$1,500,000 |
12/17/09 |
2:00pm |
|
39 |
419 |
OH |
$300,000 |
12/16/09 |
3:00pm |
|
40 |
614 |
OH |
$500,000 |
12/16/09 |
3:00pm |
|
41 |
419 |
OH |
$450,000 |
12/29/09 |
10:00am |
|
42 |
740 |
OH |
$500,000 |
12/29/09 |
3:00pm |
|
43 |
330 |
OH |
$300,000 |
1/26/10 |
2:00pm |
|
44 |
570 |
PA |
$400,000 |
12/16/09 |
10:00am |
|
45 |
570 |
PA |
$950,000 |
12/17/09 |
2:00pm |
|
46 |
814 |
PA |
$1,000,000 |
12/21/09 |
11:00am |
|
47 |
814 |
PA |
$500,000 |
12/23/09 |
9:30am |
|
48 |
570 |
PA |
* |
1/19/10 |
10:00am |
|
49 |
901 |
TN |
$350,000 |
12/15/09 |
9:00am |
|
50 |
731 |
TN |
$675,000 |
12/16/09 |
10:00am |
|
51 |
423 |
TN |
$1,200,000 |
12/30/09 |
2:00pm |
|
52 |
903 |
TX |
* |
12/29/09 |
10:00am |
|
53 |
512 |
TX |
$395,000 |
1/6/10 |
10:00am |
|
54 |
210 |
TX |
$300,000 |
1/8/10 |
10:00am |
|
55 |
801 |
UT |
* |
12/16/09 |
10:00am |
|
56 |
276 |
VA |
$1,200,000 |
12/23/09 |
10:00am |
|
57 |
540 |
VA |
$500,000 |
1/14/10 |
2:00pm |
|
58 |
276 |
VA |
$1,800,000 |
1/20/10 |
9:30am |
|
59 |
802 |
VT |
$1,700,000 |
1/5/10 |
10:00am |
|
60 |
509 |
WA |
* |
12/11/09 |
9:00am |
|
61 |
509 |
WA |
$500,000 |
12/17/09 |
10:00am |
|
62 |
360 |
WA |
$350,000 |
12/30/09 |
10:00am |
|
63 |
509 |
WA |
$660,000 |
12/30/09 |
1:30pm |
|
64 |
715 |
WI |
$1,500,000 |
12/17/09 |
10:00am |
|
65 |
262 |
WI |
* |
12/29/09 |
2:00pm |
|
66 |
608 |
WI |
* |
1/21/10 |
2:00pm |
* More information will be provided
when you speak with a 401kExchange
representative. |
|
|
|
|
Visit the
Newsletter Archive
Unsubscribe From
Future Newsletters
Visit the
Sponsor Directory
|
