Like Amway, Principal® prides itself on our authentic culture and Midwest roots. We recognize and appreciate that Amway is more than a manufacturing company. Likewise, we believe we’re more than a retirement plan service provider. We both understand the important roles our organizations play in the lives of our customers and communities. We’re here to help you drive success and meet the goals of your retirement program and look forward to demonstrating the benefits of a service-focused relationship with Principal at our meeting on September 8. To view additional information regarding our plan sponsor and participant experiences for Amway and your plans' participants, please view the Executive Summary tab on the menu bar at the top of this site.

Meeting Details

Agenda

  • Principal® overview

  • Service delivery structure and administration

  • Participant experience

  • Transitioning to Principal

  • Fees and investments

Our meeting with you is scheduled on September 8, 2021 at 9:00 - 11:00 AM (ET) at Amway’s ADA, MI headquarters

Join the meeting virtually here

Other ways to join meeting here

Join with a video conferencing device 

mailto:896145256@vtc.willis.com 896145256@vtc.willis.com

 

Video Conference ID: 116 348 739 9 

https://dialin.plcm.vc/teams/?key=896145256&conf=1163487399&domain=vtc.willis.com&ip=89.28.184.44 Alternate VTC dialing instructions 

 

 

Or call in (audio only) 

tel:+19713370128,,114680984#  +1 971-337-0128,,114680984#   United States, Portland Phone Conference ID: 114 680 984#

Days
Hours
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The Principal® Service Team

Susan Otto

Senior Relationship Director

Beth Wood

Senior Vice President – Chief Marketing Officer
(Executive Sponsor)

Bob Gordon

Assistant Director – Client Service

Travis Carrel

Assistant Director – Client Relationship

Suzanna Larson

Senior Education Strategist

Gary Dvorak

Assistant Director – Consulting
(ERISA Plan Design & Regulatory Consulting)

Don Ortloff

Senior Client Onboarding Manager

John Baergen

Senior Director, Nonqualified Plans

Jeremy Witt

Relationship Manager
(Payroll Solutions)

Casey Langseth

Senior Digital Experience Consultant

Gretchen Barress

Managing Director – Institutional Sales

Mark Strosahl

Business Information Security Officer

Plan Design Analysis and Benchmarking

Gary Dvorak and John Baergen have prepared a plan design analysis (below) an example of the integrated consulting work we will provide to Amway.

Thank you for your consideration.

Connect with us:    Principal.com

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Insurance products and plan administrative services provided through Principal Life Insurance Co. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker-dealers. Principal Life, Principal Funds Distributor, Inc. and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392. 

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