Measuring Defined Contribution Plan Success

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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.

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