Serving America’s Retirement Plan Industry, One Company At a Time.

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Presentation transcript:

Serving America’s Retirement Plan Industry, One Company At a Time

We Are a Matchmaking Service for the Retirement Plan Industry A Unique Premise… A New Niche… And We Are The Only One.

Executives Managers Employees

We partner with forward thinking advisors and industry leading providers to build better businesses on a foundation of best social and fiduciary practices.

Building Trust Through Education Fiduciary summits across the nation connect and educate high-level financial, law, and human resources executives. We reach out to those who can, and want to make a difference in their company.

XGS’ innovative intern program is designed to determine and harness each intern’s unique strengths as we prepare them for the real world. We seek to arm our interns with only the most impressive business experiences possible in order to employ and release only the best. What To Expect Of Us: Monthly presentations on industry-relevant items Weekly research on industry-relevant current events Writing and presenting proposals Heading projects and leading peer interns Speaking one on one with top-level executives Listening in on various financial companies’ boards of directors Because we entrust such a high degree of responsibility in our interns’ hands, we have high expectations of you, as well. What We Expect Of You: Self-motivation Creative Thinking & Problem Solving Skills Outgoing, Amiable Personality Confidence, Dedication, and Determination