Jenny Dodson

About Jenny Dodson

As a retirement plan sales professional for Principal®, I work closely with plan sponsors and financial professionals 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 education. I’m an active member of WIPN, supporting equitable advancement for women across the retirement and financial services industry. Supporting mental health awareness is also a personal passion, and I stay involved with NAMI Greater Houston to help uplift families navigating similar journeys. Houston is home - I’m a native and UH graduate - and nothing brings me more joy than time spent with my family.You’re welcome to contact me at d••••••••@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 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.Jenny Dodson is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. AR License # 13••••72; CA License # skills list below does not imply licensure, training, or the ability to solicit products or services.

Experience

1. Vice President- Retirement Plan Solutions

   Principal Financial Group

   Apr 2021 — Present · Houston, TX, US

Education

• University of Houston

  Communications, Public Relations & Advertising

  1996 — 2001

Skills

• Relationship Management
• Financial Services
• Series 6
• Retirement Plans
• Business Planning
• Pensions
• Wealth Management
• Strategic Financial Planning
• Defined Contribution
• 457
• Retirement Solutions
• 403 B
• 401(K) Retirement Savings Plans
• Presentation Skills
• Series 63
• Marketing
• Series 7
• 403b
• Life Insurance
• Finance
• Fixed Annuities
• Qualified Retirement Plans
• Asset Allocation
• Mutual Funds
• Sales Operations
• Team Management
• Retirement Plan Consulting
• Sales
• Sales Support
• Investments
• Series 66
• Uniform Combined State Law
• Defined Benefit
• 401k
• Retirement Planning
• Finra