Kelli Hueler
President & Chief Executive Officer
Hueler Companies
Kelli Hueler is CEO and founder of Hueler Companies, an independent data and research firm providing reporting and systems designed for the annuity and stable value marketplace. Hueler Companies was founded in 1987 and today the firm’s data, market research and analytical reporting are considered the industry standard. Under Ms. Hueler’s leadership, the company developed and launched Income Solutions®; a ground breaking immediate annuity purchase platform. The platform was designed to empower transitioning employees in need of creating a personal lifetime income stream by providing on-line access to competitively bid, institutionally priced, immediate annuities. Today the Income Solutions® program is the leading model of its kind for lifetime income annuity delivery to retirees and has been adopted by some of the industry’s leading plan administrators and plan sponsors.
Ms. Hueler is nationally recognized as a key contributor on the topic of lifetime income creation. She has testified before the DOL ERISA Advisory Council on annuitization at the point of retirement, presented at the Wharton Pension Research Council, and was tapped to participate in the National Endowment of Financial Education’s think tank on income sufficiency. Most recently Ms. Hueler presented at the Employee Benefit Research Institutes’ National Forum on retirement income sufficiency and addressed a national audience at the AARP’s “Divided We Fail” initiative in Washington DC.
Along with being recognized as a forward thinker in the retirement income arena, Ms. Hueler is also an industry expert in the field of stable value investments. She has authored and appeared in numerous articles on the topic, has been a guest speaker for some of Japan’s largest financial institutions, and made several television appearances on investment programs such as CNN News and CBS’ Wall Street Journal Report. Ms. Hueler served on the Board of Directors for the Stable Value Investment Association (SVIA) for six years and additionally served on the SVIA Executive Committee and chaired the association’s Communication and Education Committee. During Ms. Hueler’s tenure, she has also authored chapters for both “The Handbook of Stable Value Investments” by Frank Fabozzi and “Guaranteed Investment Contracts-Risk Analysis and Portfolio Strategies-Edition 2” by Kenneth L. Walker.
Prior to founding Hueler Companies, Ms. Hueler held the role of Registered Representative for Kidder Peabody & Company and IDS Life where she was responsible for institutional and retail clients. She holds a B.A. from St. Olaf College.