Vestwell, a digital retirement platform that provides turnkey solutions for financial advisers, announced that Amy Ouellette will serve as the company’s VP of Retirement Services. She will be based out of New York City and report to Jonathan Ferrara, the company’s SVP of Operations & Platform Architecture.
In her role, Ouellette will lead Vestwell's Implementation team, which primarily onboards clients and manages investment lineups. She will also oversee the company’s Compliance team, which is responsible for year-end testing, correction issues, and plan document maintenance. Additonally, she will serve as a subject matter expert to help understand both the regulatory nature and client needs for potential new features.
Ouellette has been involved in the compliance and administrative side of retirement plans since the age of 17 (really!) and has worked closely with clients on payroll setup, plan design, year-end testing, and plan audits. After over a decade focused on administration under IRS and DOL regulations, she took a brief step into the advisory world, focusing on fiduciary governance for large 403(b) and 401(k) plans. For the last five years, she has spent her time on the recordkeeping side of servicing 401(k) plans, and what it takes to build operations to bypass legacy systems for a better client experience.
Ouellette says, “I'm thrilled to take on this new role at Vestwell, as it's a culmination of all of my experiences in the retirement industry to date. I love breaking down how things work to build effective processes, and working with team members to take complicated matters and turn them into really positive experiences through product and design.”
Outside of work, Ouellette explores cities with long walks that are accompanied by podcasts. When she wants to escape the city life she takes hikes with her dog, sailing excursions, and road trips. She is a collector of licenses (professional and personal) and likes to learn new things, though cooking still eludes her.