Hueler Companies, Inc. and its affiliates* (together, the Hueler Companies) is located in Minneapolis, Minnesota. Founded in 1987 as an independent data and research firm providing reporting and systems designed for the annuity and stable value marketplace. Today the firm’s data, market research, and analytical reporting are considered the industry standard.
Hueler Companies plays a very unique role as the industry’s only independent research organization providing data and systems to all market participants. The organization’s excellent reputation and relationships with key industry leaders has facilitated the building of consensus on critical industry issues and the development of systems and reporting that meet the needs of all market participants; investment managers, contract issuers, corporate plan sponsors and consultants.
The comprehensive comparative data and systems provide customers with timesaving communication tools and market reports that provide valuable insights into all facets of the stable value marketplace. Investment professionals, industry leaders, and media representatives rely on Hueler’s data to analyze performance characteristics, product structures, portfolio management strategies, sales activity by contract types and volume, and 401(k) trends.
In 2004, Hueler Investment Services, Inc. launched Income Solutions®, a first to market, ground breaking automated annuity purchase platform. The Income Solutions® program was created specifically for “Transitioning Investors” (both active employees and retirees) who have reached a point in their lives where they want or need to convert a portion of their "nest egg" or retirement assets into a reliable income stream. The program has been widely adopted by some of the industry’s largest financial services firms, plan administrators, and plan sponsors.
Hueler Investment Services, Inc. expands the offerings available on the Income Solutions® platform to include Deferred Income Annuities (DIA) and Longevity Insurance. Deferred Income Annuities allow individuals to remove certain risks from their retirement plan by guaranteeing a future stream of lifetime income that is not subject to market volatility. Longevity Insurance offers participants a way to extend their retirement resources to cover the possibility of living to a very old age. This expanded offering was created in response to a significant demand in the marketplace for products that meet the needs of individuals looking to secure income starting at a future date.
Income Solutions® is a web-based income annuity purchase system originally designed as an IRA rollover option that allows individuals to purchase institutionally priced annuities with their rollover IRA assets. Over time the system evolved to allow individuals to purchase institutionally priced annuities with both Qualified (before-tax) and Non-Qualified (after-tax) assets. The Income Solutions® program was created specifically for “Transitioning Investors” (both active employees and retirees) who have reached a point in their lives where they want or need to convert a portion of their "nest egg" or retirement assets into a reliable income stream.
Hueler is licensed as a resident Life/Health insurance agent in Minnesota and is licensed as non-resident Life/Health insurance agent, broker or producer in all states. Hueler’s license authority in every state includes the authority to act as an insurance agent, broker or producer of annuities.
RateWatch is an online posting page for insurance companies to post illustrative stable value rates. Historical statistics are stored and available for download to institutional money managers and insurance companies via Illustrative GIC Index.
E-BID was the industry’s first and only online turnaround bid-response system offered to stable value managers and insurance companies. Managers had the ability to create custom bid requests with automated notification to insurance companies of their choice. All insurance companies' responses were automatically displayed in a custom grid format. Managers could simply click on the bid of their choice and an immediate automated notification of acceptance was provided to the winning insurance company. The E-BID technology was adapted for the Income Solutions® program.
“FIRSTSource” was the first relevant pool of aggregate industry data on stable value separate accounts. The reports provided managers and insurance companies with the most comprehensive market data ever available for stable value investment professionals. Data encompassed approximately 300 plans and was compiled from ten of the largest stable value investment management firms and several independent plan sponsors representing over $300 billion in plan assets.
Hueler Companies developed TRACE, a web-based software communication system for buyers (portfolio managers) and sellers (insurance companies and banks) of stable value investment products. The TRACE database contained over $300 billion in individual plan assets in a standardized format allowing for efficient reporting on aggregate industry statistics. TRACE was a revolutionary communication tool and comprehensive database system designed to facilitate the electronic transfer of plan data between buyers and sellers in a standardized format reducing cumbersome administrative tasks.
The Hueler Analytics Stable Value Pooled Fund Comparative Universe, first made available to the marketplace in 1989, is recognized today as the industry standard, monitoring over $105 billion in pooled fund assets. The Universe is a customized database and portfolio evaluation system for collective trust funds investing in stable value instruments. Subscribers to the Universe include fund managers, plan sponsors, insurance companies, banks and consultants. While each subscriber may have a different interest or focus, they all benefit from comparative analysis performed by an independent third party.
K.H. Hueler Inc. provides GIC/Stable Value consulting services to a select group of plan sponsors. The services include portfolio review and evaluation, contract negotiation and placement, alternative product review, contract renegotiation and individual annuity placements.* Affiliates include K.H. Hueler, Inc., Hueler Analytics, Inc. and Hueler Investment Services, Inc.