Heidi Deloit
Regional Managing Director, Retirement Solutions at Principal/ Principal Securities Registered Representative
- Role
- Regional Managing Director - South Region - Retirement Services at Principal Financial Group at Principal Financial Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Heidi Deloit
As a retirement plan sales professional for Principal®, I work closely with plan sponsors…
Experience
Regional Managing Director - South Region - Retirement Services at Principal Financial Group
Apr 2022 — Present
Education
Auburn University
Bachelor's Degree
1989 — 1994
Skills
- Defined Benefit
- Execucutive Benefit Strategies
- Tax Exempt Plans
- Pension Plans
- 401(K)
- Non-Qualified Deferred Compensation
- Erisa Compliance
- 403(B)
- Fee Benchmarking
- 401k Plan Design
- Series 66
- Series 7
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