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DECEMBER 12, 2007 NEWSLETTER SPONSORS

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PacificLife
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Industry Insight from Fred Barstein

Provider Consolidation Troublesome for Advisors & Sponsors

 

 

WHILE INDUSTRY EXPERTS sit back and try to predict which record keeper will be the next to sell, the result of what many predict will be massive consolidation...
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Retaining Retirement Plan Clients Through Partnering
 

 

ON OCTOBER 24 the Department of Labor (DOL) published final regulations which provide relief to plan fiduciaries who invest participant assets in certain...
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From Last Week's Exchange

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 (<$1 million) jumped to 7.12% from 4.85% in October...
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Prospect Pipeline APPOINTMENTS
Over $17 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
1 707 CA $1,000,000 12/18/07 11:00am
2 707 CA $1,500,000 1/16/08 10:00am
3 954 FL $1,200,000 1/3/08 9:00am 
4 561 FL * 1/14/08 10:00am
5 706 GA $900,000 1/8/08 10:00am
6 309 IL $500,000 1/8/08 2:30pm 
7 708 IL $1,100,000 1/8/08 9:00am 
8 812 IN $1,400,000 12/19/07 3:00pm 
9 620 KS $400,000 1/2/08 2:00pm 
10 606 KY $1,000,000 12/20/07 9:00am 
11 606 KY $1,500,000 12/27/07 9:30am 
12 270 KY * 1/9/08 9:00am 
13 507 MN $550,000 1/9/08 9:00am 
14 218 MN * 12/19/07 2:00pm 
15 314 MO * 1/8/08 9:00am 
16 704 NC $100,000 1/7/08 10:30am
17 402 NE $800,000 12/17/07 10:00am
18 914 NY $100,000 12/18/07 2:00pm 
19 419 OH $250,000 1/11/08 9:00am 
20 740 OH $500,000 1/9/08 9:00am 
21 419 OH $500,000 1/9/08 11:00am
22 419 OH * 12/20/07 9:30am 
23 580 OK $500,000 1/7/08 2:00pm 
24 405 OK * 12/18/07 2:00pm 
25 541 OR $800,000 12/19/07 1:00pm 
26 724 PA $200,000 1/8/08 11:00am
27 215 PA $225,000 1/7/08 11:00am
28 814 PA $1,300,000 12/18/07 2:00pm 
29 717 PA * 1/9/08 2:00pm 
30 905 QB $1,000,000 1/22/08 10:00am
31 731 TN * 1/8/08 10:00am
32 615 TN * 1/11/08 10:00am
33 435 UT * 12/27/07 9:00am 
34 509 WA $400,000 1/9/08 10:30am
35 206 WA * 12/18/07 10:00am

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


Prospect Pipeline LEADS
Over $8 Million in 401(k) Business Opportunities!

Leads contain immediate opportunities with Plan Sponsor prospects that are either dissatisfied or actively looking for a plan price/value audit!  For lead details, contact 877-777-401k ext. 3573 or  mchristopher@401kExchange.com.

Lead # Area Code State Assets
36 805 CA $300,000
37 404 GA $530,000
38 515 IA $500,000
39 910 IN $425,000