PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 9

Kelli H. Hueler
CEO & Founder of Hueler Companies
Kelli Hueler was early in identifying a key dilemma in the
401(k) era of retirement savings: How can savers ensure themselves
a steady paycheck in retirement? Today, after more
than two decades of work, her Income Solutions division
stands as a leader in providing a safe and simple platform for
advisers and individuals to compare, assess and purchase
institutionally priced retirement income annuities.
Hueler first began her journey in 1987, with the founding of
Hueler Companies, a data, market research and analytical
reporting firm. During those years, Hueler's work in researching insurance-backed
stable value funds led her to see the need for an affordable solution to the retirement
income dilemma for defined contribution retirement plan participants.
In 2004, she launched Income Solutions, a platform designed to empower transitioning
employees in need of creating a personal lifetime income stream by providing online
access to competitively bid, institutionally priced annuities. The Income Solutions
platform was made available directly to plan sponsor clients and through non-exclusive
partnerships with financial services firms, fiduciary adviser platforms and non-profit
member organizations. Hueler sold the analytics portion of her business to Morningstar
Inc. in 2020, while continuing to run Income Solutions.
In February of 2022, Hueler began a partnership with Morningstar to incorporate
guaranteed income products into retirement savers' personalized advice plan through
Morningstar Retirement Manager.
Hueler has dedicated time and focus on educating others about lifetime income creation,
in many ways, including testifying before the Department of Labor ERISA Advisory
Council, as a founding member of the Defined Contribution Institutional Investment
Association, and as a regular contributor to news outlets.
planadviser Industry Leader Awards 2023 May 10, 2023 9

PLANADVISER Industry Leader Awards 2023 - 5/10 Event

Table of Contents for the Digital Edition of PLANADVISER Industry Leader Awards 2023 - 5/10 Event

PLANADVISER Adviser Choice Awards
2023 Vision Awards: CFP Board
2023 Vision Awards: Kelli Hueler
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
Retirement Plan Adviser of the Year Finalists
Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 1
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 2
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 3
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 4
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 5
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - PLANADVISER Adviser Choice Awards
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 7
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 2023 Vision Awards: CFP Board
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 2023 Vision Awards: Kelli Hueler
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Retirement Plan Adviser of the Year Finalists
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 13
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - Special Thanks to Our Supporters
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 15
PLANADVISER Industry Leader Awards 2023 - 5/10 Event - 16
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