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Clients Give The Principal Top Rankings in Annual Survey

Chatham Partners survey shows high client satisfaction and loyalty

(Des Moines, Iowa) — The Principal Financial Group® once again earned high marks in satisfaction and loyalty from its retirement plan clients, according to the latest client satisfaction survey by Chatham Partners.

“The consistency of The Principal® in delivering superior client service is evident even in these trying economic times,” said Joshua Dietch, managing director of Chatham Partners, a leading independent market research firm that focuses on the financial services industry. “The high regard in which clients hold the client service personnel of The Principal is testament not only to the vigilance of its staff, but the perceived value they provide.”

The Principal exceeded the Chatham Partners benchmark in a majority of categories, earning “very strong” overall satisfaction ratings from retirement plan clients. Client loyalty scores also beat the benchmark by double-digit percentages.

Chatham Partners surveyed two client segments of The Principal in 2008: clients with plan assets under management totaling $5 million to $50 million and clients with $50 million or more in plan assets. For clients with $5 million to $50 million in plan assets, The Principal received the highest score compared to the Chatham Partners benchmark for:

  • Excellent reputation
  • Flexibility in meeting client needs
  • Fee disclosure

And for clients with more than $50 million in assets, The Principal earned the highest score relative to the benchmark for:

  • Overall satisfaction with personnel
  • Employee education
  • Actuarial services

“At The Principal, we listen to our clients and value the feedback we receive from them throughout the year,” said Greg Burrows, senior vice president of Retirement and Investor Services at The Principal. “We continually set high standards for performance to help ensure that we are not only meeting our clients’ needs, but exceeding them.”

About Chatham Partners

Chatham Partners is a market research and consulting firm specializing in assisting financial service firms maximize the value of future, current and past customer and intermediary seller relationships through conducting customized win/loss, customer satisfaction, departed client and intermediary studies. For additional information, visit

About the Principal Financial Group

The Principal Financial Group® (The Principal®)[1] is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement and investment services, life and health insurance, and banking through its diverse family of financial services companies. A member of the Fortune 500, the Principal Financial Group has $247.0 billion in assets under management[2] and serves some 19.1 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG. For more information, visit


Chatham Partners is not an affiliate of any member company of the Principal Financial Group.


"The Principal Financial Group" and "The Principal" are registered service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.
As of December 31, 2008

Call 515.246.4907 or see the full Media Relations contact list.

Call 515.246.4907 or see the full Media Relations contact list.

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