Wendy Stocker Email & Phone Number

As a retirement plan sales professional for Principal®, I work closely with plan sponsors and financial professionals across the country to help provide services to our clients, including, fiduciary support, plan investment reviews, retirement plan design consulting, plan compliance and participant education. At Principal, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with financial professionals, plan sponsors, and Third-Party Administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non- Qualified, Defined Benefit and ESOP and Equity Compensation.Business-Building / Financial Professional Support Opportunities:- Sales presentations to prospective clients- Business development strategies- Plan design analysis- Investment benchmarking and analysis- Employee educationYou’re welcome to contact me at Stocker.Wendy@principal.com and thank you for visiting my LinkedIn page.Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Plan administrative services provided through Principal Life. Securities offered through Principal Securities, Inc., member SIPC (www.sipc.org) and/or independent broker/dealers. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites./*********/The skills list below does not imply licensure, training, or the ability to solicit products or services.

Listed skills include Series 63 and Defined Benefit Plans.