Micruity was a proud sponsor of Nestimate’s inaugural Retirement Income Summit in Saint Petersburg, FL. The event provided valuable opportunities to engage with industry professionals and subject matter experts, offering insightful discussions and resources for those seeking retirement income solutions. We were thrilled to be among peers dedicated to the retirement income space and to support plan sponsors and participants. Kudos to Kelby Meyers, CPFA®, AIF, Joshua Anderson, CFA, RI(k) and the entire Nestimate team for their hard work in organizing this fantastic event. The Micruity team is already looking forward to next year's Summit! #retirementincome #401K #definedcontribution
Micruity
Insurance
Toronto, Ontario 6,119 followers
Building the financial infrastructure for a more secure retirement
About us
Micruity is on a mission to pensionize retirement savings planning, because everyone deserves access to a secure retirement. The Micruity Advanced Routing System (MARS™) facilitates data collection and transfer between insurers, record keepers, asset managers, and plan sponsors on a simple and secure platform. With a single integration, Micruity connects plan members with annuity buying decisions, supports and simplifies plan administration, and scales guaranteed income products to transform retirement savings plans into retirement income. To learn more contact us at [email protected]
- Website
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http://www.micruity.com
External link for Micruity
- Industry
- Insurance
- Company size
- 11-50 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Retirement, Annuity, Pension, Insurance, Insurtech, and Fintech
Locations
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Primary
60 Adelaide St E
Toronto, Ontario, CA
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One Franklin Parkway
Building 950 - FinTech Suite
San Mateo, CA 94403, US
Employees at Micruity
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Jeffrey Axelrod
Leadership @ Fintechs.
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Chris Livadas
CTO and Co-Founder
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George Spindell, ChFC
Financial Services Leader Driving Innovation in Defined Contribution Plans and Guaranteed Lifetime Income Products and Services | Independent Board…
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Adrian Alintana
IT Operations Manager | ITIL | CISM | Project Management
Updates
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Congratulations to our partners at SSGA as they expand their IncomeWise solution to new recordkeeping platforms. Micruity is thrilled to support this expansion and the continued growth in the Retirement Income market.
IncomeWise target date strategies are now available on two major recordkeeping platforms. Read today’s press release here: http://ms.spr.ly/6040qybpr
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Congratulations to our partners at MetLife for their leadership in Retirement Income over the past 50 years. Micruity is excited to continue on this journey with you!
Join MetLife in celebrating 50 years of leadership in institutional income annuities. We’re reflecting on all the milestones along the way to more secure retirement outcomes, as we partnered with plan sponsors for half a century to make guaranteed lifetime income solutions available to employees. Read more: http://spr.ly/6048LjBOu
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Why words matter: The financial services industry has more than its fair share of “trigger” words that have multiple meanings and are inherently ambiguous, and a lot of it may be dependent on prior experience and how the word is applied. This is especially true in the retirement income space, where complexity arises from the many components that must come together to create a solution. The stakes are high for participants, and the diverse organizations involved may have different backgrounds, experiences, and assumptions about what certain words can mean. It's essential to take time to collaborate to clarify vocabulary and avoid assumptions, whether discussing data transfer, modeling, or quoting, all these terms can mean different things to different stakeholders. As the recent Defined Contribution Institutional Investment Association (DCIIA) post highlighted, focusing on clear communication and shared understanding is critical. In a recent interview with Tamiko Toland Live from the Forum, Elizabeth Heffernan (she, her, hers) tells us more about 'why words matter'. #WordsMatter #Lexicon #RetirementIncome #DCIIA https://lnkd.in/gHr2MFk
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Our Micruity team is excited to announce that Elizabeth Heffernan (she, her, hers) has been elected to the Defined Contribution Institutional Investment Association (DCIIA) Executive Committee for the 2025-2026 term. Elizabeth's leadership and active involvement with DCIIA and across the industry have been instrumental in driving retirement income solutions forward. We congratulate Elizabeth and all the newly appointed members of the DCIIA Executive Committee! #401k #retirement
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It’s been an exciting year for Micruity as the retirement income market continues to grow. We look forward to the year ahead and the continued evolution of the market! We also want to shout out to KWP Partners for sharing this great resource, focusing on retirement income industry innovators and strategic growth areas. Micruity is honored to be included among the leaders featured on the RetireTech map - a testament to our mission to simplify retirement income solutions through our innovative technology.
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Micruity reposted this
Excited to moderate this discussion. Come join us.
Looking forward to spending time w the #401k family at The SPARK Institute, Inc. #SPARK2024! Can't wait for the discussion about #RetirementIncome: Out-of-Plan, Managed Payout, Guaranteed, Hybrid. What’s A Plan Sponsor To Do? w our fearless moderator Elizabeth Heffernan (she, her, hers) Micruity Jessica Sclafani, CAIA T. Rowe Price Steven McKay Franklin Templeton Brendan McCarthy Nuveen, a TIAA company Nov 4 at 2 pm in the Mediterranian Ballroom. Thank you, Don MacQuattie Raymond James & Marlene D. Jung, CPA, for your leadership. Income America, LLC
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Micruity Named to the 2024 CB Insights Fintech 100! 🚀 We're honored to be named to CB Insights Fintech 100, showcasing the 100 most promising private fintech companies in the world! This recognition highlights our dedication to simplifying retirement income and building the critical infrastructure for the pensions of the future, breaking down barriers, and fostering a truly connected ecosystem. A special congrats to our co-founders, Trevor Gary and Chris Livadas! For nearly seven years, they've worked tirelessly to bring Micruity to the forefront of retirement income innovation, benefiting both the industry and—most importantly—individuals planning for their future. https://lnkd.in/eZgpbS5x #retirementincome #fintech #innovation #CBInsights #Fintech100
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⏰ Last Chance to Vote for Micruity! Today is the FINAL day to cast your vote for the Sureify Life Insurance & Annuity Startup Innovation Award. Don't miss out! Vote here: https://lnkd.in/ec7pfrvG
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Don't miss out! ⏰ It's happening TODAY at 2p ET! 🎤 Join us for a can't-miss webinar hosted by Broadridge: "How to Utilize Technology to Drive Retirement Income Adoption." 🔥 Gain insights from industry leaders: Elizabeth Heffernan (she, her, hers), Brendan Curran, Roberta Rafaloff, and Caren Wiegand will share their insights on leveraging technology for retirement income solutions. 👉 Register now: https://lnkd.in/e9ZhPXsY