Plan Sponsor Library

Welcome to the XGS Library for Plan Sponsors. Here you will find a library of helpful websites, newsletters, and magazines commonly used and referenced by Plan Sponsors.

Unbiased and independent information on 401k plans and industry for plan sponsors, retirement professionals, small business owners and plan participants.

Information presented here is designed to help people working directly or as service-providers for employers of all sizes.

Bloomberg BNA, a wholly owned subsidiary of Bloomberg, is a leading source of legal, regulatory, and business information for professionals.

Brightscope

Retirement Plan Ratings and Information Search

The mission of the Employee Benefit Research Institute (EBRI) is to contribute to, to encourage, and to enhance the development of sound employee benefit programs and sound public policy through objective research and education.

Finhra

FINRA Broker Check

 Search for information about brokers and brokerage firms. Link to additional resources such as educational tools for investors

Education, information and research for employee benefits leaders.

InvestmentWires publishes news and competitive intelligence for financial services insiders.

Market Watch provide business news, analysis and stock market data.

morningstar

Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and IRA, 401k, and 529 plan research.

All things retirement from the leading news and data source for endowment, 401(k) and pension execs, along with money managers and investment consultants

The trusted information and solutions resource for retirement benefits decision-makers.

PLANSPONSOR, with its reputation for editorial integrity, objectivity, and leadership, is the trusted information and solutions resource for America’s retirement benefits decision-makers.

The Plan Sponsor Council of America (PSCA) is a non-profit trade association supporting employer-sponsored retirement plans.

GAO - Government Accountability Office

The U.S. Government Accountability Office (GAO) is an independent, nonpartisan agency that works for Congress. Often called the “congressional watchdog,” GAO investigates how the federal government spends taxpayer dollars.

Key Issues:

Investment Adviser Public Disclosure (IAPD)

Provides information about current and certain former Investment Adviser Representatives, Investment Adviser firms registered with the SEC and/or state securities regulators, and Exempt Reporting Advisers that file reports with the SEC and/or state securities regulators.