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Retirement doesn’t mean what it used to. Your clients and their participants are facing a host of new challenges and expect comprehensive, thoughtful solutions. They rely on your expertise in this ever-changing environment, as well as your independent perspective, to help them achieve their objectives.
We offer solutions in a variety of vehicles and share classes, providing QDIA (Qualified Default Investment Alternative) options for all of your plan sponsors’ needs.
We employ a non-traditional fund of funds structure and build our portfolios one security at a time. Unlike other target date funds, our approach is to use one team for both top level allocations as well as underlying security selection. As a result, this process avoids the common pitfalls caused by lack of coordination among portfolio managers.
If a risk-based QDIA is a more appropriate match for a specific plan demographic, our options can provide participants with a proactive risk management approach to retirement investing.
Manning & Napier’s lifecycle offerings include target date and risk-based mutual funds (Manning & Napier Fund, Inc. Target Series and Pro-Blend® Series) and affiliate collective investment trust (CIT) funds (Manning & Napier Pro-Mix® CIT Funds, Retirement Target CIT Funds, and GOAL® CIT Funds).
Because lifecycle funds invest in both stocks and bonds, the value of your investment will fluctuate in response to stock market movements and changes in interest rates. Investing in lifecycle funds also involves a number of other risks, including issuer-specific risk, foreign investment risk, and small-cap/mid-cap risk as the underlying investments change over time. Investments in options and futures, like all derivatives, can be highly volatile and involve risks in addition to the risks of the underlying instrument on which the derivative is based, such as counterparty, correlation and liquidity risk. Also, the use of leverage increases exposure to the market and may magnify potential losses. Additionally, some target date funds invest in other funds and therefore, may have additional risks associated with the underlying funds. Principal value is not guaranteed at any time, including at the target date (the approximate year when an investor plans to stop contributions and start periodic withdrawals).
Custom information, analytics, and tools designed to help retirement plan advisors support their plan sponsor clients.
Use QDIA Sync to evaluate your plan’s demographics and generate a report that provides a suitable QDIA solution, risk profile and investment characteristics.
The key to managing plan failure risk is a coordinated benefits strategy. Use our Prioritizer to identify a primary objective and determine a strategic action plan.
Our quarterly target date comparison report for fiduciaries evaluates multiple target date fund managers.
Traditional fixed income offerings are no longer the "safe" option they once were. Use our interest rate tool to see the impact rates may have on a portfolio.
Leverage our in-depth research and economic analysis to help address your clients’ most critical concerns.
March 21, 2017
The Global Financial Crisis forcibly aligned emerging market macroeconomic and monetary policy cycles. But, as we move further from the trough, emerging markets are becoming increasingly less homogeneous.
March 16, 2017
In a widely expected move, on Wednesday afternoon, Federal Reserve policymakers chose to hike interest rates by a quarter of a percentage point to a range of 0.75 to 1.00 percent...
March 09, 2017
Entering 2016, many emerging market countries continued struggling to find a new growth model in the aftermath of the Global Financial Crisis. While economic growth in emerging markets briefly rebounded...
March 08, 2017
Although fee reasonableness is an important part of the fiduciary discussion, the DOL hasn’t provided much guidance as to what is considered a reasonable fee. We look at past examples of litigation to understand the precedents that have been set.
A quarterly newsletter that provides current insight on a holistic benefits approach
Access resources on a variety of timely topics including fiduciary best practices, CITs, health savings accounts, QDIA due diligence, and more.
Recent changes from the Department of Labor are giving many financial professionals added responsibilities to act as ERISA-like fiduciaries. Check out our resources on how to better understand responsibilities and how to actively manage fiduciary risk.
Fee pressures make CITs a great option for many plan sponsors and they...
are easier to use than you may think. Our CIT resources help you make CITs as easy to use as mutual funds.
A growing number of investors look to their financial planner for guidance...
on health benefits and projected medical expenses in retirement. Health savings accounts can help finance transitions at all life stages and savings objectives.
With more regulatory scrutiny than ever, advisors need differentiated due...
diligence resources. Make a plan's demographics assessment a bigger part of your due diligence process.
Most plan sponsors are thinking more about health benefits than retirement...
benefits. Use a holistic approach to make the retirement plan a relevant part of an employee benefits conversation.
Cash balance plans can be an attractive tax shelter. Learn more about..
how cash balance plans can benefit your small business owner or professional service clients.
Retirement doesn't mean what it used to. The evolving expectations of...
retirement savings demand a proactive approach to participant education.
Manning & Napier Advisors, LLC (Manning & Napier) provides a broad range of investment solutions including mutual funds and collective investment trust funds. For more information about any of the Manning & Napier Fund, Inc. Series, please click here to view the Series' prospectuses. Before investing, carefully consider the objectives, risks, charges and expenses of the investment and read the prospectus carefully as it contains this and other information about the investment company.
Manning & Napier provides investment advisory services to Exeter Trust Company (ETC), Trustee of the Manning & Napier Collective Investment Trust Funds. The Collectives are available only for use within certain qualified employee benefit plans. The Manning & Napier Fund, Inc. is managed by Manning & Napier. Manning & Napier Investor Services, Inc., an affiliate of Manning & Napier and ETC, is the distributor of the Fund shares.
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