Wendy Oglesby – Sr. Retirement Plan Account Manager

Wendy has been a part of our Third Pary Administration department since 2002. She has an education and career background in management, operations, customer service, and human resources.

In her role as Senior Retirement Plan Account Manager, she collaborates closely with our clients and partners managing IRS and DOL compliance, account valuation, compliance testing, and 5500 reporting.

Wendy has completed ASPPA’s Pension Administrator courses, is a member of MEBC, and continues her education on Retirement Plans, ongoing compliance, and human resources.