Deals and People

Retirement Industry People Moves

Hueler & NISA collaborate with focus on retirement income; United Financial NW joins PlanMember Securities Corporation; Industry vet returns to SSGA to lead DC business; and more.

By Javier Simon editors@plansponsor.com | May 12, 2017
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Hueler & NISA Collaborate With Focus on Retirement Income

Hueler Income Solutions and NISA Investment Advisors have formed an alliance with a mission to help defined contribution (DC) participants focus on enhancing retirement income. NISA says its minority investment in Hueler will allow both firms to create and deliver effective retirement-income solutions in order to address the longevity risk of participants in the plans they serve.

Working with NISA will help us realize our vision for the next generation of technology and connectivity,” says Kelli Hueler, founder and CEO of Hueler Income Solutions. “This collaboration allows us to enhance Hueler’s suite of services and delivery model for the benefit of our existing client base and to capitalize on new business opportunities to enhance lifetime income into defined contribution offerings. Importantly, we remain an independent entity empowered to run our business consistent with our longstanding focus on innovation and industry collaboration.”

NISA is an asset manager focusing on custom investment solutions with more than $220 billion under management. Hueler is a market data and research firm with an institutional priced annuity purchase platform.

NEXT: Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild

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