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COVID-19 Resource Center
How we are responding to COVID-19
Manning & Napier is committed to ensuring the health and safety of clients and employees, minimizing client disruption, and providing timely and relevant market and business updates. We’ve created this page to answer your most common questions and make it easy for you to stay up-to-date.
Please don’t hesitate to contact a Manning & Napier representative should you have any questions or concerns.
Navigating Markets
Navigating market volatility is difficult and uncomfortable, but it’s important to keep a long-term perspective. A well-defined financial plan and a disciplined approach will help you stay on track to reach your goals.
Telehealth is Finally on the Rise
June 17, 2020
Telehealth has been around for years, but the coronavirus has been the push needed to make this type of care mainstream.
Retail Dominoes Start to Fall
June 5, 2020
The retail experience has shifted greatly in the last few years, and many large retailers have begun the bankruptcy process amidst the coronavirus epidemic.
How Coronavirus is Changing the Way We Pay
May 21, 2020
The increase in online shopping is doing more than just taking minds off the current pandemic.
Answering Your Investing FAQs
April 24, 2020
We answer some of the most frequently asked questions about current economic events.
Planning Ahead
Between market volatility and the CARES Act, many are wondering how the current situation impacts their financial plan. Staying informed, knowing your options, and staying focused on your goals can help you confidently make decisions during an uncertain time.
CARES Act Update: IRS Releases Guidance on RMD Distributions
June 26, 2020
The IRS released further guidance on the 2020 RMD waiver. Read our update for more info, and how this might affect you.
Is Now the Time to Convert a Traditional IRA to a Roth IRA?
May 18, 2020
Recent legislation, like the SECURE Act and CARES Act have made significant changes to IRAs, RMDs, and more.
Webinar: Caring for You & Your Investments
April 15, 2020
In this webinar, we discuss what happened last quarter, what to expect next, and how we are taking care of your portfolios today in order to help you reach your goals for tomorrow.
Your Financial Planning Questions, Answered
April 30, 2020
We’ve outlined some of the most common questions that come to mind when markets get shaky.
Recent Questions
The firm will remain open and our day-to-day operations will continue; however, out of precaution, we have moved to a reduced onsite workforce with the majority of our employees working remotely. Any internal meetings will be held virtually. Our staff remains accessible, and our goal is to minimize the disruption to our clients while supporting the health and safety of our communities.
You can always reach your service team via email or phone. You may also use our contact form, and we will direct your request to the appropriate person. In the event you leave a voicemail, please be assured that we are continuously monitoring our voicemail boxes and will respond to you quickly.
Yes. All account service requests such as contributions, withdrawals, address changes, etc., remain fully available to you. We ask that you provide us with as much notice as possible in order for us to meet your needs.
To support the health and safety of our communities, we are holding phone or video meetings in place of face-to-face meetings with clients & partners and are asking clients, partners, and vendors not to come into our offices at this time. If you have a meeting already scheduled and would prefer to reschedule rather than meet virtually, we would be happy to accommodate your needs once public health social distancing restrictions are lifted.
Additionally, as we have postponed several events, we have been hosting virtual webinars in order to answer your questions and provide you the information you need. Please visit our events page for a list of upcoming and on-demand webinars.
How can I stay up-to-date with how the COVID-19 is impacting the markets, economy, and my portfolio?
Our Research teams are working tirelessly to actively navigate this turbulent environment to deliver the investment results our clients need. For timely commentary on markets and our investment positioning, we encourage you to subscribe to receive updates or to visit the Research Library on our website.
Yes. Registering for secure online account access gives you direct access to view your portfolio's current market value, performance reports, asset allocation, holdings, and asset flow as of month, quarter, and year-end. Data is updated on the 8th of the month. Download this guide to help you complete the registration process so you can securely view your account information online.
If you're a Financial Advisor, please contact your service team or call us at (800) 551-0224 to request access to our secure site. Mutual fund shareholders can register for access to their accounts at our transfer agent site managed by BNY Mellon, Inc.
We understand that scammers have been attempting to take advantage of the uncertainty created by the COVID-19 situation. While you should expect to receive frequent communication from us during this time, we want to encourage you to remain vigilant in protecting yourself and your information. If you receive a suspicious email, phone call, or text, claiming to be from someone at Manning & Napier, we encourage you to reach out to your representative directly or to email us at info@manning-napier.com so we can provide confirmation it was sent from our company or not.
For additional guidance on this subject, please visit Cybersecuriy and Infrastructure Security Agency.