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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 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).
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.
January 09, 2017
In December, Federal Open Market Committee (FOMC) members voted unanimously to raise the federal funds target rate by 25 basis points from a range of 0.25–0.50% to 0.50–0.75%. Following the December 2015 rate hike, this was only the second time the FOMC raised rates in over a decade, an indication of the slow pace at which the U.S. economy has been recovering.
Japan seems to have fallen off the financial media radar of late, so perhaps it is a good time to check in with the world’s third largest economy. Even as the political calendar continues to heat up with the recent U.S. election which now shifts...
In the aftermath of the U.S. presidential election, financial markets responded positively to expectations for policies from the administration of President-elect Donald Trump that could lead to more growth, higher inflation, and higher yields.
December 23, 2016
The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, also by 25 basis points.
A quarterly newsletter that provides our perspective on a holistic benefits approach
Access resources on a variety of timely topics including health savings accounts, QDIA due diligence, fiduciary best practices, and more.
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.
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, 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.
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.
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.
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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