Measuring Defined Contribution Plan Success

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Course Details

Overview: What is the Plan Governance Index™?:
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
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:
    • Plan Fiduciaries & Committee Members
    • HR and Benefits Professionals
    • CFO and Finance Professionals
    • Business Owners
    • Advisors and Retirement Professionals
    • Anyone looking to design and implement a successful Defined Contribution Plan
    • 2-3 Hours with Four Modules + Exam
    • Self-Paced Online Course - QAS Self Study
    • Basic - No Prerequisites or Preparation Required
    • Covers 401(k), 403(b), and DB Plans of any size

    • 2 Hours HRCI General
    • 2 Hours SHRM-PDC
    • 2 Hours CFP Credits

    Your Instructor

    Bill Kline
    Bill Kline

    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.

    Course Curriculum

      Module 1 - Retirement Industry History: Evolution, Trends, Shortcomings
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      Module 2 - Defining The Components of Comprehensive Governance/Success
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      Module 3 - The Future of Plan Governance
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      Exam & Student Feedback
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      Access Your Plan Governance Index Score Here
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    Frequently Asked Questions

    When does the course start and finish?
    The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
    How long do I have access to the course?
    How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
    What if I am unhappy with the course?
    We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

    Get started now!

    Are you an Advisor or Financial Professional?

    Implement this course and the PGI™ Tool as premium value-add for your practice.

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