Clarity Is Everything

Most benefit plans are anything but clear. Hero7 will help you create clarity that drives performance and value.

Coordinate providers and fiduciaries

Demystify the oversight process

Gain peace of mind

Benefit plans are often complex and opaque arrangements. That leads to confusion and risk. You need a solid process to manage expectations and outcomes.

Do you know if…

…plan fiduciaries are performing?
…service contracts from vendors are being fulfilled?
…there are service gaps that can be fixed?

How do you know?

Clarity through

Collaboration

Hero7 clarifies roles and responsibilities and illuminates where benefit plan administration and investment processes are on track and where effort may be needed.

Hero7 shines the light on best practices that lead to better outcomes

Your Plan Governance Index (PGI™) Score

Hero7 is an advisor-led process that guides stakeholders through essential questions about benefit plan administration, investment process, and participant outcomes.

The result is a Plan Governance Index™ Score, a single number that represents the pulse of fiduciary roles and responsibilities and makes the path long-term plan success clear.

Retirement and other benefit plans aren’t meant to be black boxes.

Hero7 will help you find the peace of mind that comes with creating real transparency in your plan relationships.

PGI Score thermometer; Low Risk is 91-100, medium risk is 81-90, medium-high risk is 66-80, and high risk is 0-56.

Retirement and other benefit plans aren’t meant to be black boxes.

Hero7 will help you find the peace of mind that comes with creating real transparency in your plan relationships.