PLANADVISER - Summer 2023 - 19

3
4
5
CLOCKWISE, ALL FROM LEFT:
1) Donna Wong and Gene Huxhuld,
John Hancock. 2) Alex Ortolani,
PLANADVISER; Deane Mayerhofer
and Jeff Cullen, Strategic Retirement
Partners. 3) Renee Grimm, Capital Group
| American Funds. 4) Kelli Hueler, Hueler
Companies. 5) Jessica Ballin and Gina
Buchholz, 401k Plan Professionals; Alison
Mintzer, PLANADVISER. 6) Anthony
Powers, KerberRose Retirement Plan
Services, Retirement Plan Adviser of
the Year finalist: Closing the Coverage
Gap. 7) James Katsaounis, Kate Healy,
Leo Rydzewski, Kevin Keller, Maureen
Thompson and Richard Shaw, CFB Board.
adviser platforms and nonprofit member organizations.
After years of leading analysis on stable value investing,
Hueler, in 2020, sold the analytics portion of her business to
Morningstar Inc., while continuing to run Income Solutions.
In February 2022, Hueler began a partnership with Morningstar
to incorporate guaranteed income products into
retirement savers' personalized advice plan via Morningstar
Retirement Manager. Through the partnership, Morningstar's
managed accounts and adviser managed accounts connect
to Hueler Income Solutions. If a sponsor or adviser wants
to make annuities available for participants, Morningstar's
advice platform can refer them to Hueler Income Solutions
to provide " real-time, annuity quotes at institutional prices. "
Hueler has also dedicated her time and energy to
educating others about
lifetime income creation, having
begun well before it was the industry focal point it has
become. That work has included testifying before the Department
of Labor's ERISA [Employee Retirement Income Security
Act] Advisory Council; presenting at the Pension Research
Council of The Wharton School of the University of Pennsylvania;
and participating on the National Endowment for
Financial Education's think tank on income sufficiency. She is
a founding member of the Defined Contribution Institutional
Investment Association and has served on the board of directors
for the Stable Value Investment Association.
Top Retirement Plan Advisers
To be named a PLANADVISER Top Retirement Plan Adviser,
applicants had to have a minimum of 50 plans under advisement
or $400 million or more of retirement plan assets under
advisement. After we crunched the entries, the 2023 Top
Retirement Plan Advisers list came in at over 200 impressive
advisers who stand out for their service to all types of retirement
plan clients. The list includes advisers at the top of their
respective peer groups in terms of assets under advisement
or number of retirement plan clients-including sponsors of
defined contribution, defined benefit, nonqualified and cash
balance plans, SIMPLEs [savings incentive match plans for
employees] and SEP [simplified employee pension] plans.
PLANADVISER Adviser Choice Awards
The Adviser Choice Awards are given to firms that stand out
in the latest PLANADVISER Retirement Plan Adviser Survey.
Annually, more than 300 retirement plan advisers participate
in the survey and name their preferred fund families,
investment firms and defined contribution providers, as well
as their most recommended mutual funds for their defined
contribution plan clients. Providers that received top accolades
in multiple categories qualified as Adviser Choice
winners-with 11 companies winning such awards this year.
Retirement Plan Advisers of the Year
This year, the Retirement Plan Adviser of the Year Awards
recognized changemakers in the retirement plan space
in six categories: Plan Sponsor Service; Plan Participant
Service; Mentorship; Efforts to Improve Diversity, Equity
and Inclusion; Closing the Coverage Gap; and Community
Impact and Giving Back. -PA
Awards & Innovation | Summer 2023 | planadviser.com 19
http://www.planadviser.com
PLANADVISER - Summer 2023

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