Christopher L. Lynch
Retirement Leader at Principal Financial Group
- Role
- Client Relations Officer at Principal Financial Group
- Location
- Dallas County, IA, US
- LinkedIn followers
- 500 followers
About Christopher L. Lynch
As a retirement plan sales professional for Principal®, I work closely with plan sponsors…
Experience
Client Relations Officer
Jun 2017 — Present · Des Moines, IA, US
An experienced retirement leader, with broad industry expertise. 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.Worked to create synergies and efficiencies within teams that manage the clients that moved over with the acquisition of the Wells Fargo Institutional Retirement & Trust business - effectively doubling our size and putting us in the top 3 across all key plan types. Formerly held FINRA Series 6, 7, 26 and 24 licenses.
Education
Graceland University
Business Adminstration, Accounting
1988 — 1993
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