Terrible customer service. Update below:
I received an email that I would have a call w/ a financial advisor (Windy Seto) scheduled for 2/13/26. Awesome! Then, the day before, she has to reschedule- no biggie, life happens. Then, I receive an email later that day that "I am cancelling our one-on-one advice meeting for the following reason: your employer sponsor plan does not offer In Plan Advice services."
Why would you reach out to me in the first place? Incompetent preparation that led to a false hope. It worries me that these people are "managing" my money when they can't manage this.
UPDATE, 3/4/26:
I was contacted by one Sean McConnell, I presume Windy's manager. He apologized for the back-and-forth, but followed with "based on how your plan's access tool is configured, we're unable to conduct one-on-one advice meetings for your plan" (a masterful display of obfuscating jargon). It's disappointing to see a professional of any level (let alone a leader like him) lose sight of the bottom line: the customer's experience.
I will update this engagement as it progresses.
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