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.

2021 Tax & Planning Guides

Every year, new information and policies come out that change the way you help your clients plan for their financial future. Sometimes, it can be difficult to know how all of the changes will apply. With this in mind, our annual reference guides will help you to stay on top of the latest updates.

Download the guides

Resources for our partners

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.

Products with an active approach

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

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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