Plan Sponsor eRFP Concierge

401k RFP Spot Light

An online technology and service helping retirement plan fiduciaries to efficiently and prudently issue an RFP (request for proposal). An RFP will ensure competitive fees/services and demonstrate due diligence.

The eRFP Concierge helps plan fiduciaries ask the right questions, source the right candidates, document the process and hire an expert. If you are looking for assistance with your retirement plan RFP we can help!

Click to Learn More


Fiduciary Education Online Learning Courses

An online learning and certification hub for retirement plan sponsors & fiduciaries. These courses are simple, prudent and a cost-effective way to improve your plan management. Whether your plan is small or large, these courses will be relevant to you.

Click to Learn More



Retirement Plan Membership Program

An Exclusive Membership Program brought to you by Xponential Growth Solutions.

The XGS CONNECT membership provides resources for sponsors including:

  • Preferred rate connection with XGS’s exclusive network of industry experts in the retirement plan arena
  • Access to retirement plan evaluation reports
  • Updates on industry news
  • Priority invitations to CPE and HRCI credit eligible educational and networking events

GET STARTED WITH XGS CONNECT NOW

 

Plan Evaluation Tools & Resources

  • ERISA Smart – Investigative Analysis Tool
    Want to know how your plan would stand up in a DOL Investigation? Through the ERISA Smart – Investigative Analysis Tool you can score yourself on how prepared your plan is for real life DOL Investigation before it happens.
  • Xponential – Plan Excess Revenue Tool
    The Xponential Plan Excess Revenue Tool helps retirement plan sponsors analyze service provider revenue for plan risk and upgrades. 
  • Xponential – Plan Evaluation Report
    Curious how your retirement plan fairs against the market? Our Plan Evaluation Report is the perfect starting place to examine and benchmark your retirement plan.

CLICK HERE FOR PLAN EVALUATION TOOLS & RESOURCES