Bobbi Perkins
Director - Product Strategy, Retirement & Income Solutions, Principal Financial Group
Bobbi is responsible for coordinating product management and strategy for Workplace Savings and Retirement Solutions. She helps ensure a competitive product continuum that meets the needs of distribution and service partners, plan sponsors and participants. Since joining Principal in 1993, she has held a variety of roles supporting retirement and income solutions, product development and product strategy, including adapting solutions to the changing regulatory environment. Her current focus includes small market strategy and the development of pooled employer plan products. Bobbi earned a business degree, graduating with highest distinction, from the University of Kansas and holds the FLMI designation. She has also held the FINRA Series 7 registration.
Appearances
IdentificationEBP2246DateMay 11, 2022This session will consist of an overview of MEP, PEPs and MEWAs from the lens of Multiple Employer Plan service providers. We will discuss changes in the Multiple Employer Plan environment and common obstacles faced by service providers while building out PEP plans on their respective platforms…Moderator
Travis Jack, CPA, QKAManaging Member, Metz & Associates, PLLCSpeakers
Director - Product Strategy, Retirement & Income Solutions, Principal Financial GroupPartner, Retirement Solutions, AonDirector, Testing & Reporting Services, Fidelity Investments$49Standard Price
