You Need a Partner as Active as You Are

Our independent perspective, time-tested investment approach, and depth of experience allow us to pursue each day with an eye toward the future. In an ever-changing world, it’s important to be truly active.

Cash Balance Plans

Cash balance plans can be an attractive tax shelter. If you'd like to learn more about how cash balance plans can benefit your small business owner or professional service clients let's schedule a call.

Related Articles

Webinar: Cash Balance Plans and 401(k) Plan Combinations

Qualified Plans for Owner-Only S-Corporations

Regulatory FAQs: Cash Balance Plans

What is a Cash Balance Plan?

Profit Sharing Allocation Methods - The Better Part of Discretion

Investing Cash Balance Plan Assets

Cash Balance Plans for Owner-Only Businesses

 

Watch this short case study video to learn how a combination of cash balance and 401(k) plans can help business owners increase annual tax-advantaged retirement savings.

Separately Managed Accounts

Our Separately Managed Accounts provide custom solutions for a variety of investors. With a minimum investment of $250,000 for most strategies, we help our clients determine their objectives and select the ideal risk management solution to help meet their needs.

Separate Account Strategies

Mutual Funds

We manage a variety of mutual funds ranging from lifecycle funds, to U.S. and non-U.S. stock funds, to taxable and tax-exempt bond funds. Most funds are available in all states with a minimum investment of $2,000.

View Our Funds

Collective Investment Trust Funds

Our risk-based, target date, and asset class collective investment trust funds are designed exclusively for qualified employee benefit plans.

View Our CIT Funds

Timely economic commentary

  • January 11, 2021

    Finding Opportunity in Animal Health

    Opportunity at the Vet’s Office Coronavirus and the ensuing lockdowns have us all thinking about our homes more. This has meant relocating, redecorating, or trying to create the ideal environment for working and schooling from home, and for thousands of Americans, this has also meant adding a …
  • January 08, 2021

    Webinar: Q4 2020 Market Update

    Watch our Market Update Webinar where Ebrahim Busheri, our Director of Investments, puts a bow on a wild 2020, takes the temperature of where we stand today, and provides his perspective on where we think we are going to go from here.
  • January 04, 2021

    January 2021 Perspective

    Wrapping Up a Wild Year Equities continued rising in December, wrapping up a very strong fourth quarter and solid gains for a volatile 2020 calendar year as well. Of the major indices, the tech-led Nasdaq rose an enormous 44% last year, besting the 18% and 20% gains for the S&P 500 and Russell 2 …
  • December 31, 2020

    A First Glance at the Latest COVID-19 Relief Bill

    Signed into law on December 27, the newest COVID-19 relief bill, formally known as the Consolidated Appropriations Act, 2021, is by far the largest bill ever enacted at well over 5000 pages. Not only does it provide an array of new relief measures, but it also includes the government omnibus …

Resources on a variety of current topics

 

Published March 2019

Disciplined Value Series

We re-define “value portfolio” in this strategy by using a systematic, but flexible approach. This allows us to actively find areas of the market that are offering superior dividends and valuations, which has historically driven favorable risk-adjusted returns and meaningful downside risk management.

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Published April 2018

High Yield Bond Series

Despite today's low-yield environment, many investors will still need to look to fixed income for income generation, growth, and diversification. The low correlation to equities and other fixed income asset classes make high yield bonds an attractive option.

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Published June 2017

Rainier International Discovery Series

Small, well-run companies exist all over the world providing investors with dynamic growth potential and attractive investment opportunities. Despite this, international small cap equities remain underinvested and largely overlooked. Investors should view this as an opportunity. We believe there are unique benefits to weigh when considering an allocation to international small cap equities.

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Manning & Napier Advisors, LLC (Manning & Napier) provides a broad range of investment solutions including separately managed accounts, mutual funds, and collective investment trusts. For more information about any of the Manning & Napier Fund, Inc. Mutual Fund Series, including information on purchasing shares, view the Series' prospectuses. You may also obtain a prospectus from the Fund by calling 800-466-3863. 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.

The Manning & Napier Fund, Inc. (the Fund) is managed by Manning & Napier Advisors, LLC (Manning & Napier). Manning & Napier Investor Services, Inc. (MNBD), an affiliate of Manning & Napier, is the distributor of the Fund shares. Manning & Napier has contracted Rainier Investment Management, LLC, an affiliate of Manning & Napier and MNBD, to sub-advise the International Discovery Series..

For more information about Manning & Napier and MNBD’s qualifications and business practices please review our Customer Relationship Summary (Form CRS).

Check the background of Manning & Napier Investor Services, Inc. on FINRA's BrokerCheck

Manning & Napier Advisors, LLC (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.

Mutual Funds and Collective Investment Trusts are not available outside of the U.S.


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