Measuring Defined Contribution Plan Success
From the Foundations to the Future of Comprehensive Plan Governance
The Defined Contribution and Retirement landscape has changed dramatically since the origins of ERISA. With shifting responsibilities, technologies, and goals the industry has fallen short at defining and measuring plan success. Now is the time to challenge yourself to meet prudence standards, protect against fiduciary risk, and achieve industry best practices.
In this course you will:
- Highlight the historical evolution of the industry
- Define comprehensive plan governance
- Utilize case studies and success road maps
- Access the Plan Governance Index™ (PGI) and measure your plan
What is the Plan Governance Index™?
The PGI™ is a survey providing a holistic assessment of a Defined Contribution retirement plan.
It is NOT like the typical retirement plan benchmarking you are used too, or that your advisor or vendor offers. It was created in collaboration with some of the leading minds, plan sponsors, lawyers, and influencers in the industry to help plan sponsors get an actionable and measurable risk assessment of their retirement plan. It defines and measures:
- Investing Process
- Plan Administration
- Participant Outcomes <- Often Neglected or Improperly Measured
The PGI™ Survey is designed to identify Plan governance breaches and provide clear remedies for the Plan Fiduciaries to fix the gaps and follow the roadmap provided toward improving the PGI ™ score.
|Who Can Benefit?:||Duration & Completion:||Continuing Education Credits:|
Approved for Certified CE Credits:
2 Hours HRCI General
2 Hours SHRM-PDC
2 Hours CFP Credits
Bill Kline is the National Sales Director for Hero7. He is responsible for sales and distribution for all Hero7 products and services.Bill’s diverse background across many silos of the benefits industry makes him an ideal leader to help carry the corporate benefits area to new heights.
Bill’s 30 years of financial services experience has encompassed management positions in both the record-keeping and the advisory/consulting sides of the business, both regional and national in scope. Prior to joining Hero7, Bill served for five years as the National Practice Leader of Arthur J. Gallagher’s Corporate Retirement business.Prior to that, his roles included Managing Director at CAPTRUST Financial Advisors, National Sales Manager at Wachovia Retirement Services, and Sales Director of the Southern Region for New York Life Retirement Plan Services.
Bill is a graduate of the University of Michigan where he received a B.A. in Economics with Distinction, and earned his MBA from Harvard Business School.Bill and his wife Margaret have three children and reside in Raleigh, NC.