Marcia Wepfer
AVP Customer Care Leader @Principal Financial Group
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WORK HISTORY
AVP Customer Care Leader @Principal Financial Group
Lead, coach and develop a team of high performers in executing proactive, consultative, and value-added customer care
EDUCATION
Arizona State University
BS, Finance
Arizona State University West
MBA, Business Management
SKILLS
ABOUT MARCIA WEPFER
As a retirement service professional for the Principal Financial Group, I lead a team of relationship managers who work with Principal’s largest clients across the country. I’m involved in developing strategy, coaching and developing talent and executing and driving results. My team works closely with our plan sponsors and financial professionals to provide solutions to our clients, including fiduciary guidance, investment due diligence, retirement plan design consulting, IRS/DOL/ERISA compliance and participant education. Together our team of sales and service consultants are responsible for managing numerous client relationships, which include 401(k), 403(b), ERISA 403(b), 457(b), 457(f), 457 Governmental Defined Benefit, Stock Plans, and Non-Qualified retirement plans.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).You’re welcome to contact me at W••••••••@principal.com.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.
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