April 2019

Greetings!

APRIL 2019

Our Advisor-hosted Plan Sponsor events are off to a successful start in 2019!

As we gear up for our 6th Retirement Plan Road Show event of the year, we thought we'd take a moment to update you on our recent success and highlight our commitment to partnering with the best in the industry.

Newsletter Highlights:

A message from XGS Director Brent Willey inviting you to join our mission
RPRS at a glance: attendance breakdown infographic
Video recaps from recent events in Seattle, Silicon Valley, Los Angeles and Cincinnati
Introducing the Plan Sponsor Connect Portal
+More!

UPCOMING EVENTS

A Message From XGS: Join Our Mission!

Join Us At The 2019 Retirement Plan Road Show

Xponential Growth Solutions' Director Brent Willey explains how our nationwide events are designed to help Plan Sponsors and Financial Professionals gain valuable guidance, resources and tools - with top-rated educational workshops that discuss best practices and key strategies for enhancing America's 401(k) and 403(b) retirement plans.

Our mission is to improve America's Retirement and Benefits outcomes, one plan at a time!

TO HOST AN EVENT CALL: (619) 795-3920

2019 Retirement Plan Road Show At A Glance

The Retirement Plan Road Show, now in its tenth year of touring the nation, has had an incredible start. Below are the latest statistics based on our first five events of the year.

Already this year the Retirement Plan Road Show has brought together more than 280 registered Plan Sponsors, with over 160 Qualified Plans and $37 billion+ in total retirement plan assets represented.

See Some of Our Highlight Videos:

LEARN MORE

TO HOST AN EVENT CALL: (619) 795-3920

Introducing The Plan Sponsor Connect Portal

Business owners, Fiduciaries, HR managers and employee benefits administrators can now receive immediate assistance through the Plan Sponsor Connect Portal ! Calls scheduled through the portal get access to key answers and specialized insight needed to successfully navigate 401(k), 403(b) and Defined Benefit plans, understand fiduciary responsibilities, and create lasting, positive impact on employee retirement outcomes.

How it Works:

Plan Sponsors schedule a preliminary phone consultation
Introductory questionnaire focuses specific plan needs
Calls are matched with an expert local Advisor Partner
Plan Sponsors receive a complimentary 1 Hour Advisor review

ACCESS PORTAL

We hope you find this email full of valuable information & actionable solutions!

Please feel free to reach out with questions on any of our products & services, or for tailored guidance on exceeding your 401(k) & 403(b) business goals.

Thank you for your time and for your continued commitment to employee retirement success!

Warm Regards,

Jon Freye

Founder and Managing Director

Xponential Growth Solutions

619.795.3920

[email protected]