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Xponential Growth Solutions welcomes the opportunity and is proud to work with a diverse group of companies. The following are testimonials from real people and real companies that we have had the pleasure to work with. If you have a testimonial that you would like to submit, please send it to info@xgrowthsolutions.com  Plan Sponsor Conference Testimonials"Great information. Thank you! The fee presentation is especially helpful to me." 
"Excellent seminar. Both the auditor and the advisor were excellent, informative speakers."
"Nice presentation. Great Information."
"Excellent presentation. Gave me great solutions for my biggest problems/ challenges- Fee structure/employee education."
"Very informative information- refresher on compliance critical with today’s trends. I would like to review my 401k plan fees and fiduciary compliance."
"Well organized and good informative information. Knowledgeable speakers."
"I thought this conference was very informative and helped us understand how to better deal with employee questions and concerns."
"Great tips for fiduciary compliance. We’ll definitely tighten up in this area. I would like to review my 401k plan’s TPA and current problems/concerns. Thanks!"
"Thank you for the invitation and allowing me to participate. The speakers were very knowledgeable & provided great resources. We are not reviewing our plan at this time, but when we do you are at the top of the list."
"Very interesting and educational. I learned a lot of great opportunities how to become a good fiduciary. Thank you."
"Very interesting. I will be discussing with our plan Trustees soon."
"Enjoyed the presentation. It covered what we were interested in. We need to review this information with our investment committee and set up a meeting. Thank you!"
"Very informational. Excellent speakers. I look forward to attending similar sessions in the future."
"Good job presenting risks and options for managing the risk. I would like a benchmark review of my retirement plan’s fiduciary compliance, fees, Investment Policy Statement (IPS)."
"Got more information today than I’ve gotten in all the years since our plan started. I would like a follow up appointment ASAP!!!!"
"Thank you for the conference. It was great- informational and thought provoking."
"WOW! very good information & ideas to target education & increase diversification."
"Great conference! Very easy to follow and informative. I would like a review on my 401k plan in the areas you mentioned."
"Fast-paced, compact, high-impact presentation based on lean facts-Great meeting, Thank you!"
"I appreciate the focus of the session on education versus selling. My good friend is the General Manager of ABC Hotel and she would definitely benefit from this type of conference."
"I am currently interviewing for a new advisor. I would like the group to meet with a XYZ company advisor/team. Looking to place advisor by mid Sept. so need to meet ASAP."
"Very quick & fast paced. No wasted time. Great. I would like to review the advisor and fiduciary compliance of my plan."
"Good presentation & valuable information. I would like to review my retirement plan in all the areas mentioned and I would also like to review my Executive Non-Qualified plan. Thank you."
"Very informative. The technology test drive was great. Thank you for the invite!"
"Great presentation skills. Information very valuable. Thanks-new technology info very interesting. Please send me the information you discussed on the 10 Top Recordkeepers."
"Excellent presentations! Invaluable updates on Pension Protection Act of 2006. Thank you."
"Great information and contacts-knowledgeable speakers. Enough material for a whole day. We have approximately 10-15 401k clients that I believe would benefit from this type of conference."
"Good information/speakers will use this information immediately in terms of fiduciary compliance."
"Good information! I need to discuss w/ our CFO as we are in the midst of evaluating our current plan."
"Very informative. Would like to be invited again. Very scary stuff if not handled properly. Major call to action for me. Thank you!"
"Great conference. The advisor speaking is very knowledgeable and his presentation was very informative."
"I’m new to benefits (including 401k administration) and I have a new understanding of my responsibilities as a result of today’s conference. Very useful information, clearly knowledgeable and credible speakers."
"Good info, especially within the time allotted-good use of my morning. Please send me the DOL fee disclosure form you discussed."
"When I came to today’s conference, I only knew how to make contributions to the plan and how to add new participants. This opened my eyes on items I should be doing."
"Informative. I will definitely be demanding more of our advisor & educate myself more on what plan fees are (this is currently a mystery to me?)"
"It made me realize how much I don’t know. I would attend a future conference on plan design elements/trends."
"Great, well informed speakers. Good materials& very helpful. I am interested in the benchmark you noted by geography and industry demographics as well as strategies and tips for 401k education."
"With very little knowledge and experience personally on part of 401k management (part of committee) I learned much about fiduciary responsibility and trends."
"Learned a lot about fiduciary responsibilities that I can go back and implement."
"I am pleasantly surprised that this conference was so easy to follow. I thought it would be boring, but I’m so excited that you were very, very interesting. I especially enjoyed knowing what trends are occurring."
"Makes me want to re-evaluate my current carrier- I must look into education."
"Very informative- would like to attend future conferences. I am also interested in an analysis of our current plan compared to other plans that would benefit our employees a lot more."
"Really opened my eyes as to what our recordkeeper and broker are not doing for us and what our responsibilities are." Meeting & Matchmaker Testimonials"The meeting exceeded my expectations. The Advisor was great, and explained everything in terms I could understand. Answered all my questions and then some. I will ask my husband if he knows of anyone looking for a review, he has all the contacts in the independent grocery business. If he does I will gladly send them your way. Again I want to say that the Advisor was excellent. I went away from this meeting feeling I learned a lot and had all my questions answered. Thank you."
"Thank you for hooking us up with the benchmark data. It was very beneficial. The Advisor was really helpful in helping us to understand how our funds were doing and what they are benchmarked against."
"The benchmarks were helpful in knowing where we stand…The meeting was informative but since I did not give our company information early enough, the information was in general terms. We will meet again once the Advisor has the chance to review our info."
"I had a great meeting with the Advisor. I just haven’t had an opportunity to review the material, but hope to later this week. I’ll get back to the Advisor once I’ve decided what to do."
"I believe that everyone at our company thought the meeting was very valuable and we are all looking forward to seeing the proposal. We were very happy with the presentation and the benchmark information."
"The meeting went well. I have been extremely busy and have not had time to do much with the materials that you sent me earlier. I will be out next week. After I return, I'm hoping to get to all of that before our year end work begins."
"All went well with the Advisor yesterday, and we agreed to talk again in a few weeks about the potential for the Advisors helping us review our plan down the road. The meeting did meet my expectations, and I was impressed with the Advisor’s client list and some of the things that he has accomplished with them.
"The meeting exceeded my expectations. The Advisor was great, and explained everything in terms I could understand. Answered all my questions and then some. I will ask my husband if he knows of anyone looking for a review, he has all the contacts in the independent grocery business. If he does I will gladly send them your way. Again I want to say that the Advisor was excellent. I went away from this meeting feeling I learned a lot and had all my questions answered. Thank you."
"After thinking about what the Advisor had said and what I am trying to do. I would like to get a feel for the cost of these services. You know at this time I am evaluating 2 401k vendors for possible move. May want to consider their services. Thanks."
"I really did enjoy meeting the Advisors, and they exceeded my expectations. They seem to be pros at what they do and we are strongly considering them for our new 401k advisory team.
"I enjoyed meeting with the Advisor it was a lot of fun and very informative.
"Sorry I couldn’t get more information to you, nonetheless the meeting went very well today. |
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Please contact Xponential Growth Solutions at e-mail: info@xgrowthsolutions.com phone: 619-795-3920 |
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