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 life cycle offerings include target date (age-based) and lifestyle (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 life cycle 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 life cycle 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.

December 08, 2016

December 2016 Perspective

Our December Perspective provides our view on the latest US and global economic news. This month’s edition includes updates on China, England, fixed income, and our US outlook in the wake of the election.

December 07, 2016

Converge, Volume 12: Trump and the Fiduciary Rule—Managing Uncertainty

Donald Trump’s surprise election has put many policies in question, including the DOL’s fiduciary rule. How do you move forward in the face of uncertainty? We discuss our perspective in the latest edition of Converge.

December 07, 2016

Converge, Volume 12: What’s New with the Form 5500?

What are the driving forces behind the proposed revisions of the Form 5500? Our latest edition of Converge examines the changes and their potential impact on you.

December 05, 2016

Italian Prime Minister Resigns

Italian Prime Minister Matteo Renzi has tendered his resignation after the country voted “No” on a referendum of proposed constitutional changes that he championed. Learn more about our perspective and what this could mean for investors in our new post.

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A quarterly newsletter that provides our perspective on a holistic benefits approach

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Resources

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

Our View on Demographics

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Why Do I Need a QDIA?

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Featured Topic 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.

Raising the Bar on Target Date Due Diligence: Demographics Matter

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The QDIA Decision

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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?

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HSA Guidebook for Retirement Plan Advisors

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Unlocking the Potential of Your HSA

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Fiduciary Best Practices

With more regulatory scrutiny than ever, documentation of plan governance...

and prudent decision-making are an essential part of a successful advisory practice. Ensure you're meeting your fiduciary responsibilities with the help of our resources.

Best Practices: Qualified Plans Governance Checklist

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Fiduciary Focus: Helping Plan Sponsors Minimize Risk by Driving Participant Outcomes

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Understanding Your Fees: Deconstructing 408(b)(2)

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Plan Design Best Practices

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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

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

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The Evolution of Employee Benefits

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Helping Employers and Employees Navigate the Health/Wealth Convergence

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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

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Health Savings Accounts for Wealth Accumulation

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An Introduction to Life Insurance

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The Buzz About Bonds

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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

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Our View Shedding Some Light on CITs

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Investment Vehicle Comparison

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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 Advisors, LLC (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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