Wendy Oglesby – Retirement Plan Account Manager
Wendy joined Healey & Associates in 2002 with a background in management, operations, customer service and human resources. She is a Retirement Plan Account Manager in our TPA department. Wendy has and continues to build strong connections and rapport with her clients through the handling of such duties as IRS and DOL compliance, account valuation, compliance testing, and 5500 reporting. She is recognized by our clients and investment partners for her superior customer service.
She also is Healey & Associates HR Generalist working closely with our employees and management regarding benefits, hiring, employee development and overall client customer service standards.
Wendy has completed ASPPA’s Pension Administrator courses and continues to attend seminars and classes pertaining to Retirement Plans, ongoing compliance, and human resources.