MEMBER SPOTLIGHT

Amy Ouellette – Director of Retirement Services
Amy Ouellette is Director of Retirement Services for Betterment for Business. Amy uses her extensive background and technical expertise to help shape business strategy, product build, and internal processes. Prior to joining Betterment in 2015, Amy served as a Principal of a national retirement services firm, managing a team of consultants. For over fifteen years, she has worked with plan sponsors on compliance issues, plan design, and corrections under DOL and IRS programs. Amy is a Certified Financial Planner™, certified by the CFP Board, a Qualified Pension Administrator, awarded by the American Society of Pension Professionals and Actuaries (ASPPA), and a Certified Plan Fiduciary Advisor, awarded by the National Association of Plan Advisors (NAPA). She is a member of the IRS Subcommittee of ASPPA’s Government Affairs Committee, and previously served on the Board of the ASPPA Benefits Council of Great Northwest. Amy holds a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania.