We look forward

to our upcoming

meeting with you!

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

The Principal^® Service Team

Lauren Hastings

Managing Director

Jacque Mohs

Sr. Relationship Consultant

Linda Whitacre

Assistant Director – Client Service

Niki Daumueller

Assistant Director – Consulting

Marc Howell

Managing Director – Enhanced Plan Design

Karen Wiese

Lead Client Onboarding Manager

Casey Langseth

Sr. Digital Experience Consultant

Stephanie Phelps
Sr. Education Strategist

Teresa Hassara

Executive Sponsor

Meeting details

Agenda

Serving Prisma Health
Consultative approach
Transitioning to Principal
Participant experience
Closing comments

Our meeting with you is scheduled for

October 28^th, 2022 at 1:30-2:30 PM (EST)

Thank you for your consideration.

Connect with us: Principal.com

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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 services marks of Principal Financial Services, Inc., in various countries around the world.

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