Hero7 is a user-friendly system designed for financial advisors to simplify retirement plan oversight while enhancing plan effectiveness through a governance index score. It identifies both successful areas and those needing improvement, facilitating clear communication and actionable strategies for advisors and clients. By focusing on holistic fiduciary responsibilities, Hero7 aims to elevate the retirement planning process and quantify advisor value.

1. -
REMOVE COMPLEXITY&
QUANTIFY YOUR VALUE
FOR FINANCIAL ADVISORS
TO RETIREMENT PLANS
As you guide clients and other
service providers through a critical
survey of plan administration and
plan investment processes, Hero7
quantifies plan effectiveness by
illuminating areas of success and areas
that need attention. Hero7 adds a third
dimension of plan performance by
looking at best practices that support
better participant outcomes.
Hero7 is an easy‑to‑use,
Advisor‑led process management
system that creates clarity around
retirement plan success.
PROCES
S
O
F
INVESTING
P
L
A
N
ADMINISTRATIO
N
PARTICIPANT
O
U
TCOMES
The result is the Plan Governance Index™
Score, a single easy to understand value on
a 100-point scale. Along with the PGI Score,
you and your clients can view and discuss
clear remedies and suggested best practices to
address identified gaps in ideal performance.

2. H I G H R I S K
M E D I U M
M E D I U M - H I G H
R I S K
R I S K
LOW
R I S K
91-100
81-90
66-80
0-65
P G I ™
S C O R I N G S CA L E
Hero7 makes it easy to
coordinate service providers
and plan fiduciaries in the
process of retirement plan
oversight while demystifying
the “black box experience”
employers often have.
This uncomplicated but essential number
represents the pulse of fiduciary roles and
responsibilities and makes your role central
to long‑term plan success.
PGI™ SCORE
The Fiduciary 2.0 focus on funds, fees,
and responsibilities is commoditized and
non‑differentiating. Hero7 is built to help you deliver
on the promise of Fiduciary 3.0: a true focus on the
employer’s process, people and profitability.
Supporting this success removes complexity and
quantifies your value.
FIDUCIARY 3.0
I N F O @ H E R O 7. C O M • H E R O 7. C O M