Customers want from us the same personalized and intuitive experience they get from companies like Amazon. That’s why it’s so important that we keep the customer at the center of what we do. Their needs and preferences must drive our actions. And as those change, we must change.
The Principal® Team
Sondi Johnson
Senior Relationship Director
Matthew Sterling
Senior Client Service Manager
Eric Reeg
Lead Client Onboarding Manager
Felix Okwaning
Managing Director, Enhanced Plan Design
Casey Langseth
Senior Digital Experience Consultant
John Baergen
Senior Director - Nonqualified Plans
Dan Hess
Institutional Managing Director
Meeting details
Key Topics of Interest
- Introduction to Principal service team
- Plan administration & recordkeeping
- Plan design discussion and considerations
- Teammate communication & experience
- Transitioning to Principal
- Approach to managed accounts
- Fee structure
- Q&A
Our in person meeting with you is scheduled for
June 15th at 1:00 pm (ET)
Other ways to join meeting here
Join Zoom Meeting
https://principal.zoom.us/j/92686764599?pwd=cjlHLzBWOStRMEZGdUpocUQ3UFBxUT09
Meeting ID: 926 8676 4599
Passcode: FLrx60D$
Daniel J. Houston
Chairman, President, and CEO
Chairman, President, and CEO
"Customers want from us the same personalized and intuitive experience they get from companies like Amazon. That’s why it’s so important that we keep the customer at the center of what we do. Their needs and preferences must drive our actions. And as those change, we must change."
Daniel J. HoustonChairman, President, and CEO
Thank you for your consideration.
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
Insurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Principal Life, and Principal Securities® are members of the Principal Financial Group®, Des Moines, IA 50392.
Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.
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