Clarity Is Everything
Hero7 creates clarity about your retirement plan process. It’s time you know who is serving the plan and how well.
Coordinate providers and fiduciaries
Demystify the oversight process
Gain peace of mind
Are plan fiduciaries performing?
Are service contracts from plan vendors being fulfilled? Are there service gaps that can be fixed?
How do you know?
Clarity through
Collaboration
Hero7 clarifies roles and responsibilities and illuminates where plan administration and investment process is on track and where effort may be needed.
Hero7 also shines the light on best practices that lead to better participant outcomes. The result is clarity about your oversight process.
Your Plan Governance Index (PGI™) Score
Hero7 is an advisor-led process that guides stakeholders through essential questions about 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.
A retirement plan isn’t meant to be a black box.
Hero7 will help you find the peace of mind that comes with creating real transparency in your plan relationships.
Your retirement plan isn’t meant to be a black box.
Hero7 will help you find the peace of mind that comes with creating real transparency in your plan relationships.