ProActive Retirement

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.

QDIA Solutions

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.

Target Date Funds

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.

Mutual Funds »
CIT Funds »

Risk-Based Funds

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.

Mutual Funds »
CIT Funds »

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).

Tools

Custom information, analytics, and tools designed to help retirement plan advisors support their plan sponsor clients.

Thumbnail Identify Your QDIA Solution »

Use QDIA Sync to evaluate your plan’s demographics and generate a report that provides a suitable QDIA solution, risk profile and investment characteristics.

Thumbnail Prioritize a Primary Objective

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.

Thumbnail Target Date Comparison Report

Our quarterly target date comparison report for fiduciaries evaluates multiple target date fund managers.

Thumbnail Explore the Hidden Risks »

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.

Investment Outlook

Leverage our in-depth research and economic analysis to help address your clients’ most critical concerns.

November 20, 2017

Tax Reform and What Comes Next

As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill expected to be voted on before the end of the month.

November 09, 2017

Don’t Rule Out That Raise

As Federal Reserve policymakers move further along on plans for monetary policy normalization, they will look to key inflation indicators in deciding the appropriate pace of tightening. One of those key indicators, wage growth, has been disappointingly modest over the course of the current business cycle according to some measures.

November 06, 2017

November 2017 Perspective

In recent months, we have discussed the emergence of a synchronized global expansion unfolding across most economic regions.

November 06, 2017

Monthly Outlook - November

We discuss the new Federal Reserve chair, U.S. economic growth, and more in our Monthly Outlook Update video for November.

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Resources

Access resources on a variety of timely topics including fiduciary best practices, CITs, health savings accounts, QDIA due diligence, and more.

The Evolutionary Fiduciary

Learn More »

Featured Topic The New Fiduciary Landscape

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.

Download the Plan Sponsors’ Fiduciary Handbook

Download Now »
Collective Investment Trusts

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.

The Re-Emergence of Collective
Investment Trust Funds

View Article »

Our View Shedding Some Light on CITs

View More Resources »

Investment Vehicle Comparison

PDF Download »
Health Savings Accounts

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.

What is a Health Savings Account?

Watch the Video »

HSA Guidebook for Retirement Plan Advisors

Request the Guidebook »

Unlocking the Potential of Your HSA

Download the Infographic »
QDIA Due Diligence

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.

Our View on Demographics

View More Resources »

Why Do I Need a QDIA?

Download the Infographic »

Raising the Bar on Target Date Due Diligence

Request the White Paper »

The QDIA Decision

Request the White Paper »
Health & Wealth Convergence

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.

Take Control: Understanding & Avoiding Plan Failure Risk

Watch the Video »

Why Wellness Matters: The Real Cost to Employers of Unhealthy Employee Behaviors

View Article »

The Evolution of Employee Benefits

Download the Infographic »

Helping Employers and Employees Navigate the Health/Wealth Convergence

View Article »
Cash Balance Plans

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.

Regulatory FAQs: Cash Balance Plans

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What is a Cash Balance Plan?

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Profit Sharing Allocation Methods - The Better Part of Discretion

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Participant Education

Retirement doesn't mean what it used to. The evolving expectations of...

retirement savings demand a proactive approach to participant education.

Our View Redefining Participant Education

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Increased Savings: The Best Risk Management Tool in the Retirement Readiness Equation

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An Introduction to Long-Term Care Insurance

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Understanding Health Insurance Options in Retirement

View Article »

Health Savings Accounts for Wealth Accumulation

View Article »

An Introduction to Life Insurance

View Article »

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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