Library

Jeff Coons

President

Library » Raising the Bar on Target Date Due Diligence

September 10, 2013 | Retirement Plans

How Improved Transparency Can Help Fiduciaries Manning & Napier and Strategic Insight are pleased to provide this white paper highlighting fiduciary considerations regarding the target disclosure status quo. Manning & Napier has been at the forefront of target date transparency since the …

Library » Corporate Pension Plan Credit Balance Decisions

January 08, 2013 | Retirement Plans

Introduction The following provides a general overview of credit balances, their effect on funding levels and minimum required contributions for qualified single employer defined benefit pension plans, and key considerations with regard to utilizing or reducing a credit balance. Ultimately, …

Library » An Evolving Landscape: Regulatory Impacts on Convergence Choices

November 28, 2012 | Retirement Plans

At a basic level, laws are constructed to provide order or process through rules. When a law is enacted, an increased level of certainty or clarity is therefore implied. This has not been the case with the passage of the Patient Protection and Affordable Care Act (ACA) or the Supreme Court’s …

Library » Understanding the Glide Path: More Than Just a Mathematical Formula

August 09, 2012 | Retirement Plans

The increased scrutiny target date funds have received following the global stock market downturn of 2008 and early 2009 highlights the importance of understanding their structures and mechanics, with particular attention paid to the glide path. However, it is also important to acknowledge that …


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