Satisfied Clients Put The Principal at the Top
March 04 2015 - 11:43AM
Business Wire
Strong client-satisfaction scores help The
Principal beat the benchmark
The numbers are in and the people have spoken. Once again,
retirement plan clients of all sizes ranked the Principal Financial
Group® high for overall satisfaction. The surveys were conducted by
Chatham Partners and The Principal® to measure
client satisfaction with products and services from The
Principal1.
“Each year we survey The Principal’s clients and the scores are
consistently high. In fact, many times The Principal sets the bar
among its peers,” said Joshua Dietch, managing director, Chatham
Partners. “Without doubt The Principal’s reputation as a premium
provider of retirement services and demonstrable industry
leadership stems from putting clients first.”
The Principal received “best in class” or “beat the benchmark”
in all major categories with overall satisfaction remaining strong
at 95 percent (average over three years). Additional key areas also
received high overall satisfaction scores1:
- 94 percent – ease of doing
business
- 96 percent – experience with Client
Service Teams
- 96 percent – providing innovative
services for plan sponsors and their participants
- 94 percent – getting clients up and
running smoothly
“At the end of the day, our people make the difference, and
we’re glad our clients agree,” said Greg Burrows, senior vice
president of retirement and investor services at The Principal. “We
look closely at the data and are thrilled that 97 percent plan to
maintain or increase their relationship with us.”
For more research, analysis and insights, visit The
Principal Knowledge Center and connect with us
on Twitter.
About Chatham PartnersChatham Partners provides
customized market research and strategy consulting services that
help businesses understand the explicit, implicit and latent needs
of clients and prospects. Their fact-based analysis and
recommendations enable organizations to improve sales processes,
client service/retention, product/service offerings and market
perceptions. For more information,
visit www.chathampartners.com.
About the Principal Financial GroupThe Principal
Financial Group® (The Principal®)2 is a global investment
management leader offering retirement services, insurance solutions
and asset management. The Principal offers businesses, individuals
and institutional clients a wide range of financial products and
services, including retirement, asset management and insurance
through its diverse family of financial services companies. Founded
in 1879 and a member of the FORTUNE 500®, the Principal Financial
Group has $519.3 billion in assets under management3 and serves
some 19.7 million customers worldwide from offices in Asia,
Australia, Europe, Latin America and the United States. Principal
Financial Group, Inc. is traded on the New York Stock Exchange
under the ticker symbol PFG. For more information, visit
www.principal.com.
Insurance products and plan administrative services are provided
by Principal Life Insurance Company a member of the Principal
Financial Group®, (The Principal®), Des Moines, IA 50392.
© 2015 Principal Financial Services, Inc.
1 2014, survey and results compiled by The Principal (plan
sponsors with under $5 million in retirement plan assets under
management (AUM)) and Chatham Partners (plan sponsors with $5
million or more in retirement plan AUM).
2 “The Principal Financial Group” and “The Principal” are
registered service marks of Principal Financial Services, Inc., a
member of the Principal Financial Group.
3 As of Dec. 31, 2014.
Principal Financial GroupJaime Naig,
515-247-0798naig.jaime@principal.comorHillary Gebert,
515-246-4942gebert.hillary@principal.com
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