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Amy Oullette
Director of Retirement Services at Betterment for Business

Profile

Amy Ouellette is Director of Retirement Services at Betterment. Amy uses her extensive background and technical expertise to help shape business strategy, product build, and internal processes to Betterment's 401(k) offering, Betterment for Business. 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 also 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.

Amy Oullette's Network

Agenda Sessions

  • Can upstarts in 401(k) management provide advisors the solutions they need?

    , 12:05pm

Speakers at this event