Retirement Plan Road Show Highlights Xponential Growth Solutions' 2015 Data Trends of Retirement Plan Investments

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Xponential Growth Solutions reviews the progress of the 2015 Retirement Plan Road Show and looks forward to future fiduciary events. Additionally, new research direct from plan sponsors presents important insights to potential trends in 2016 and beyond.

XGS Investment Search Poll Results

We are excited to provide more opportunities to meet new plan sponsors, enhance fiduciary excellence, and help retirement plan participants around the country.

As the 2015 Retirement Plan Road Show (RPRS) comes to a close, Xponential Growth Solutions reports success and looks ahead to what 2016 will bring. Since the start of the 2015 RPRS, over 550+ Plan Sponsors registered, representing 450,000+ Plan Participants, and $45 billion in total Retirement Plan Assets.

Q3 surveys uncovered retirement plan investment trends enhancing the quality of services for plan sponsors and fiduciaries. Over one hundred 401k and 403b retirement plan sponsors were surveyed about investments they are actively evaluating or adding to their retirement plan.

The plan sizes represented ranged from a few $million to $multi-billion in plan assets. The polls found 34% of respondents are actively evaluating or are considering adding multiple types of investments. Over 50% of plans $10 to $50 million are actively evaluating or considering adding Target Date Investment options.

Looking ahead to the future, Xponential Growth Solutions will continue to investigate trends for 2016 fiduciary events. "The 2016 Retirement Plan Road Show is shaping up to be one of our most ambitious road shows to date," says Jon Freye, Managing Director of Xponential Growth Solutions. "We are excited to provide more opportunities to meet new plan sponsors, enhance fiduciary excellence, and help retirement plan participants around the country."

If you are in need of fiduciary training, consider attending one of the 2016 Retirement Plan Road Show summits. Visit Xponential Growth Solutions online (http://xgrowthsolutions.com/events/) where new 2016 events will be posted soon.

About Xponential Growth Solutions

Xponential Growth Solutions (XGS) unites 401(k), 403(b) and retirement plan sponsors with elite resources and exclusive connections. Through research, fiduciary summits, and industry expertise, XGS helps the nation’s retirement plan sponsors, fiduciaries, and trustees evaluate their plan and navigate the retirement plan industry. Working to help America reach their retirement goals one retirement plan at a time, XGS also founded the Retirement Plan Road Show, a national series of fiduciary educational summits dedicated to human resources, finance and business professionals in charge of America's 401(k), 403(b), and retirement plans.

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Jon Freye
@XGSMatchmaking
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Xponential Growth Solutions
since: 01/2012
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