Elizabeth Heffernan

Elizabeth L. Heffernan is the Head of Partnerships and Consulting Strategy at Micruity.

Elizabeth is a well-known and respected thought leader in the stable value and retirement income arena who brings significant experience, including product development with a strong focus on the participant experience in the Retirement Income arena.

At Micruity, Elizabeth is responsible for helping connect Retirement Income product manufacturers with Recordkeepers, ensuring an efficient and reliable connection that will support the delivery of an outstanding participant experience.

Elizabeth spent a total of 24 years with Fidelity Investments in a variety of sales, marketing, investment consulting, product development and participant experience and education roles.   Most recently her primary focus was working with Plan Sponsors and their advisors to understand and utilize investment solutions that include annuity/insurance features as a part of their plan investment line up and plan design rules.

Elizabeth spent 2 years with Hueler Companies as the Managing Director of Business Development and the Income Solutions® platform where she was 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.

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.