serving america’s retirement plan industry, one company at a time

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

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Page 1: Serving America’s Retirement Plan Industry, One Company At a Time

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

Page 2: 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.

Page 3: Serving America’s Retirement Plan Industry, One Company At a Time

Executives

Managers

Employees

Page 4: Serving America’s Retirement Plan Industry, One Company At a Time

We partner with forward thinking advisors and industry leading

providers to build better businesses on a foundation of best

social and fiduciary practices.

Page 5: Serving America’s Retirement Plan Industry, One Company At a Time

Building Trust Through EducationFiduciary 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.

Page 6: Serving America’s Retirement Plan Industry, One Company At a Time

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