PLAN SPONSOR CONNECT PORTAL
A Virtual Education & Evaluation Solution for Modern Plan Sponsors
ONLINE TRAINING| EXPERT INSTRUCTION | CE CREDIT
Complimentary Beta Launch
Take advantage of waived Advisor evaluation fees and offer valuable feedback
Custom Insight & Key Answers
Expert tools and resources tailored to your plan needs
Exercise Due Diligence
Learn how to prudently and successfully navigate your fiduciary responsibilities
Access Direct Expert Help
Specialized knowledge and CE credit at your finger tips, on your time
Use the Connect Portal Window to schedule a Virtual Plan Evaluation on your time -->
Select from relevant topics
Join your personalized educational Web-X conference call to earn CE credit
Implement new strategies and tools to take your benefits program to new heights.
Direct link to scheduling page: https://meetme.so/DueDiligenceReview
THE CONNECT PORTAL COMMITMENT
We know juggling retirement plan responsibilities isn't the only part of your job, but you are in the position to have a major impact on your employees' futures. We believe it's through YOU that together we can improve retirement for everyone. Plan Sponsor Connect Portal provides unbiased information and independent resources for organizations of any size. We hand-select vetted expert instructors capable of answering the questions that matter most to your specific concerns. Taking the first step through our complimentary Connect Portal puts plan sponsors on the path toward better retirement management and participant outcomes for all.
OLD METHOD ADVISOR MEETINGS:
Lack flexibility and personalization
Are not approved for CE credit
May be expensive & time-consuming
PLAN SPONSOR CONNECT PORTAL:
Built around your specific needs
Works with your schedule
Cost-effective, time-efficient, comprehensive
FREE during Beta Launch ($750 value!)
1,000+
Plan Sponsors Participating
100+
Educational Partners Nationwide
96%
Plan Sponsor Satisfaction Rate
20+
Years in the Industry
IS PLAN SPONSOR CONNECT PORTAL RIGHT FOR YOU?
Prudent best practices require continued Fiduciary training and periodic evaluation and review of services. Use Plan Sponsor Connect Portal to be responsible and diligent.
With over 100 Advisor partners nationwide, we’re able to match you with a verified expert in plans similar to your size and specific needs. Our consultants will review your questions and concerns to connect you with the answers you need most.
Some of the key reasons plan sponsors meet with Advisors is to discuss:
• Benchmarking Fees and Services
• Reviewing Fiduciary Guidance and Support
• Issuing an RFP/Hire
• Launching a Financial Wellness Program
• Optimizing Plan Design
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.