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Happy Holidays from 401kExchange!


DECEMBER 23, 2009

NEWSLETTER SPONSORS

 

Transamerica 

 
 

From Last Week's Exchange
Following the Money Can Make You Dizzy

 
 

ONE OF THE MOST common questions we get is, when will the 401kExchange Opportunity Index return to normal?  The Index, which is a measure of the percentage of plans that indicate the likelihood to change their record keeper, currently sits below 3% as compared to more normal levels at 5-6%.  Though record keepers are hopeful that...

Read More

 

 
 

Prospect Pipeline APPOINTMENTS
Over $65 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 $400,000 1/12/10 9:00am 
4 415 CA $400,000 1/21/10 3:00pm 
5 912 GA $200,000 12/28/09 11:00am
6 229 GA $60,000 12/29/09 10:00am
7 563 IA $1,000,000 1/12/10 10:00am
8 847 IL * 1/12/10 2:30pm 
9 815 IL * 1/14/10 9:00am 
10 812 IN $990,000 1/12/10 9:30am 
11 812 IN $1,200,000 1/12/10 9:30am 
12 260 IN $600,000 1/14/10 9:30am 
13 260 IN $700,000 1/15/10 2:00pm 
14 574 IN * 1/20/10 10:00am
15 219 IN $1,000,000 1/25/10 10:00am
16 913 KS $500,000 1/13/10 2:00pm 
17 502 KY $300,000 1/12/10 11:00am
18 270 KY $400,000 1/12/10 9:30am 
19 270 KY $450,000 1/20/10 1:30pm 
20 318 LA $600,000 1/19/10 10:30am
21 207 ME $900,000 12/28/09 9:00am 
22 207 ME $1,000,000 1/20/10 9:00am 
23 218 MN $500,000 12/29/09 10:00am
24 636 MO $250,000 1/7/10 10:30am
25 636 MO * 1/26/10 9:30am 
26 662 MS $1,000,000 1/13/10 1:30pm 
27 910 NC $600,000 12/30/09 10:00am
28 919 NC $100,000 1/11/10 2:30pm 
29 336 NC $400,000 1/14/10 2:30pm 
30 828 NC $700,000 1/14/10 2:30pm 
31 828 NC * 1/18/10 9:00am 
32 704 NC $350,000 1/20/10 2:00pm 
33 704 NC $500,000 1/20/10 10:00am
34 336 NC $900,000 1/20/10 10:00am
35 575 NM $100,000 1/12/10 9:00am 
36 419 OH $450,000 12/29/09 10:00am
37 614 OH $300,000 1/13/10 9:00am 
38 614 OH $1,700,000 1/20/10 2:00pm 
39 330 OH $300,000 1/26/10 2:00pm 
40 918 OK $250,000 1/14/10 9:00am 
41 503 OR $280,000 1/20/10 10:30am
42 814 PA * 1/12/10 11:00am
43 570 PA $1,400,000 1/14/10 11:30am
44 864 SC $250,000 1/20/10 1:00pm 
45 803 SC $750,000 1/26/10 2:00pm 
46 901 TN $600,000 12/29/09 1:00pm 
47 865 TN $600,000 1/8/10 3:00pm 
48 615 TN $400,000 1/13/10 3:00pm 
49 423 TN $1,300,000 1/14/10 10:00am
50 915 TX * 1/8/10 10:00am
51 940 TX $700,000 1/12/10 2:00pm 
52 915 TX $1,000,000 1/12/10 10:00am
53 915 TX $1,300,000 1/14/10 3:00pm 
54 915 TX $2,000,000 1/14/10 9:00am 
55 915 TX * 1/15/10 10:00am
56 540 VA $1,500,000 1/7/10 10:00am
57 757 VA * 1/12/10 10:00am
58 276 VA $1,800,000 1/20/10 9:30am 
59 276 VA $650,000 1/21/10 12:00pm
60 802 VT $1,700,000 1/5/10 10:00am
61 360 WA * 12/29/09 9:30am 
62 509 WA $660,000 12/30/09 1:30pm 
63 360 WA $1,000,000 12/30/09 10:00am
64 253 WA $750,000 1/13/10 9:00am 
65 262 WI * 12/29/09 2:00pm 
66 608 WI $900,000 1/12/10 9:00am 
67 715 WI $300,000 1/14/10 10:00am
68 715 WI $800,000 1/19/10 2:00pm 
69 608 WI * 1/21/10 2:00pm 
70 304 WV * 1/14/10 10:30am

 

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

 
 

 

 

SEI - Advisor's Inner Circle Funds

ALPS

 

American Century

 

BNY Mellon

Columbia Management

JP Morgan

JennisonDryden

 

MFS

 

Oppenheimer

PacificLife



Paradigm

 

Paradigm

 

 

Ridgeworth

 

RSM McGladrey

Transamerica 

 

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