Marc Howell
Managing Director - Enhanced Plan Design / Principal Securities Registered Representative
- Role
- Managing Director - Enhanced Plan Design at Principal Financial Group
- Location
- Chester Springs, PA, US
- LinkedIn followers
- 500 followers
About Marc Howell
As a retirement plan professional for Principal®, I work closely with plan sponsors and financial professionals nationwide 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 h••••••••@principal.com.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.Marc Howell 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.Defined benefit measurements, if applicable, are for the sole purpose of providing the plan sponsor information with respect to their plan or plans evaluated. Related analysis presented is/will be completed based on the plan’s participant data, provisions, and actuarial assumptions and methods incorporated into the DB plans most recent funding and/or accounting measurements. Analysis using different information and at future measurement dates may differ significantly from the current skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Managing Director - Enhanced Plan Design
Mar 2022 — Present
Education
University of Pennsylvania - The Wharton School
BS
Skills
- Financial Services
- 403(B)
- Asset Allocation
- Risk Management
- Defined Benefit
- Employee Benefits
- Financial Risk
- 401(K) Retirement Savings Plans
- Investments
- Sales
- Actuarial Science
- 401k
- Insurance
- Strategy
- Pension Funds
- Pensions
- Financial Modeling
- Retirement
- Financial Analysis
- Defined Contribution
- Leadership
- Big Data Analytics
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