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Analyst from The Principal to Present White Paper at Academy of Financial Services.


Co-author Noelle Fox selected for prestigious academic conference

DES MOINES, Iowa “Des Moines” redirects here. For other uses, see Des Moines (disambiguation).
Des Moines (pronounced /dɪˈmɔɪn/ in English,
 -- The co-author of a retirement income white paper from the Principal Financial Group([R]) has been selected to present the report at a prestigious annual conference for financial professionals and academicians.

Noelle Fox, investment and product analyst at The Principal([R]), will present the report at the joint conference of the Academy of Financial Services The examples and perspective in this article or section may not represent a worldwide view of the subject.
Please [ improve this article] or discuss the issue on the talk page.
 and the Financial Planning Financial planning

Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against
 Association in Anaheim, Calif., on Oct. 10, 2009.

Fox and Drew Denning, vice president of Income Solutions at The Principal, are co-authors of the award-winning white paper, "Sustaining Income through Retirement: Four Strategies for Retiring Clients". The paper compares and contrasts four key methods of turning retirement savings into an income stream:

* Mutual funds with automated income payments

* Variable annuities Variable annuities

Investment contracts whose issuer pays a periodic amount linked to the investment performance of an underlying portfolio.
 with guaranteed minimum withdrawal benefits (GMWB GMWB Guaranteed Minimum Withdrawal Benefit )

* Income annuities

* Combinations of mutual funds and income annuities

"This paper provides an objective analysis to help financial professionals sort through the four alternatives and guide their clients to a personalized retirement income strategy," said Drew Denning, vice president at The Principal([R]). "The unbiased nature has made this paper very popular among financial professionals and we are pleased it has been chosen for such a distinguished conference."

In order to be selected for presentation at the 2009 meetings, papers must meet a number of guidelines including having an emphasis on personal financial planning. According to according to
prep.
1. As stated or indicated by; on the authority of: according to historians.

2. In keeping with: according to instructions.

3.
 the Academy of Financial Services, papers are judged on "relevancy of topics to providers of the award, potential significance of the results, quality of hypothesis and quality of writing and presentation."

The annual meeting of the Academy of Financial Services and Financial Planning Association allows academicians and financial professionals to share and discuss the latest developments and newest research in the field of personal finance.

The white paper was named the runner up of the Retirement Income Industry Association's 2008 Advisor-Focused DC Communications category for Excellence in Retirement Income Communications Awards. It is available in the Retirement Section of the Principal Research Center, www.principal.com/research. The white paper is part of the Principal Retirement Income Edge(SM), a comprehensive program equipping financial professionals with education, tools and other resources to help meet client needs and grow their retirement income planning business.

About the Principal Financial Group

The Principal Financial Group([R])(The Principal ([R]))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 $257.7 billion in assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. 2and serves some 18.8 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 New York Stock Exchange (NYSE)

World's largest marketplace for securities. The exchange began as an informal meeting of 24 men in 1792 on what is now Wall Street in New York City.
 under the ticker symbol Ticker Symbol

An arrangement of characters (usually letters) representing a particular security listed on an exchange or otherwise traded publicly. When a company issues securities to the public marketplace, it selects an available ticker symbol for its securities which investors
 PFG PFG Principal Financial Group
PFG Performance Food Group (Richmond, VA)
PFG Pinnacle Financial Group
PFG Plasma Flood Gun
PFG Planning for Growth
PFG Pasty Faced Geek
PFG Perfluoroguanidine
. For more information, visit www.principal.com.

#7770092011

1 "The Principal Financial Group" and "The Principal" are registered service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.

2 As of June 30, 2009
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Publication:Business Wire
Geographic Code:1U4IA
Date:Oct 8, 2009
Words:518
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