- Retirement Research Center
Elizabeth L. Heffernan is Managing Director of Business Development for Hueler companies and the Income Solutions® platform; responsible for growing overall business, creating new initiatives, and ensuring a robust client-facing capability that advocates for and delivers personalized lifetime income to individuals.
Elizabeth has over 20 years of experience at Fidelity Investments, most recently as Vice President of Investment Consulting, with prior roles in sales, marketing, employee education and product development. Elizabeth is a well-known and respected thought leader in the retirement income arena who brings significant experience, including product development in both Retirement Income and Fixed Return/Stable Value products. Prior to joining Fidelity, Elizabeth worked in the employee benefits and compensation areas at Northwestern University and First Colonial Bankshares. She earned a Bachelor of Arts from the University of Iowa, is a Certified Employee Benefits Specialist and a Certified Financial Planner.