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Please customize your membership below:
- Preferred rate connection with XGS’s exclusive network of industry experts in the retirement plan arena including:
Elite Retirement Consultants
Attorneys/ E.R.I.S.A. counsel
Nationally recognized speakers
Additional service providers
- Access to retirement plan evaluation reports including:
Plan level and plan participant fee analysis tool
Vendor RFI and RFP
Industry specific benchmark
Best practices review and comparison to sponsors across the country
Broker/Advisor fee and service comparison
Fiduciary scorecard
Investment analysis
Broker check background check on your broker
Sample employee & committee quality control surveys
- Updates on industry news including:
Economist investment updates*
Legal news and pending legislation*
Participant trends and resources*
Internal XGS information
Total of TWO XGS matchmaker connections to our network of industry experts. One match available per industry
Total of TWO retirement plan evaluation reports
Total of TWO treasure chest requests
- Priority invitations to CPE and HRCI credit eligible educational and networking events including:
Annual plan evaluation and fiduciary summits
Fiduciary training for your committee
Webinars and web presentations
If you're not sure which membership services are right for you, please check the box below and our team will contact you to discuss your options:
Not sure which services are right for me

THANK YOU!For your interest in XGS Connect.

So we can learn a bit about you and your business, please take a moment to fill out this profile form. Within 48 hours, a representative from our Membership Development Team will contact you.

If you were referred to XGS Connect by someone please let us know their name in order to elevate the priority of your membership application.

Limited memberships are available only to results-driven executives with a strong desire to positively influence the lives of their employees and help America reach their retirement goals.

More About XGS Connect

"A recent survey shows people with financial plans based on financial advice have amassed over three-and-a-half times (357%) the retirement assets of those who do not."

The goal of the XGS CONNECT membership is to provide resources for sponsors to:

As these accomplishments are unique to each member, XGS provides multiple resources to help you with the process. Outlined is an overview of our services at the core of your membership. Whether you choose to take advantage of the silver, gold or platinum membership, you will be gaining access to a partner committed to HELPING AMERICA REACH THEIR RETIREMENT GOALS ONE RETIREMENT PLAN AT A TIME.


Next Steps

Become a member- Fill out the application form above to apply for your exclusive membership to XGS Connect. Upon receipt of your application, you will be contacted shortly by the membership team at Xponential Growth Solutions regarding your welcome kit and the new resources available to you.



Contact Jon Freye, Managing Director and Membership Director for XGS. E-mail jfreye@xgrowthsolutions.com or phone 619-795-3920.


View testimonials from retirement plan sponsors


A recent survey shows people with financial plans based on financial advice have amassed over three-and-a-half times (357%) the retirement assets of those who do not.

An annual 1% cost savings and 1% extra return over a 30 year period can yield your employees an extra $462,412 at retirement*