Thomas J. Dobransky sent a message to Daniel J. Houston - President and Chief Executive Officer of Principal Financial Group Inc. - Email Address that said:
I am writing to you regarding one of our mutual clients who wants to transfer money currently invested in a tax qualified retirement plan for which the Principal Financial Group is the record-keeper to her LPL Financial Rollover IRA for which The Private Trust Company is the custodian. Today is February 6, 2017 and as of today the requested transfer of assets has not been accomplished. The plan number is 8-05718 and the clients name is Christy Ewing. Christy and I are hoping you can help get this requested transfer of assets accomplished. Christys telephone number is (714) 848-4574 and my telephone number is (858) 668-3038. I think it is safe to say that your service team for these types of requests has not acted in the best interests of your company and our mutual client.
