Thank you for considering Principal® as your retirement plan service provider!

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$

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. Houston
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. Houston
Chairman, President, and CEO
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Thank you for your consideration.

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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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