401k Plan Sponsors

A Commitment to Plan Participants

We have extensive experience providing retirement plan investment solutions designed to help participants achieve retirement success. Considered a pioneer of lifecycle investing, we have helped plan participants build and protect retirement wealth for more than four decades. Through our full array of fund offerings, we are committed to achieving a better financial future for plan participants.

QDIA Solutions

Market environments can change dramatically over the length of time that a participant is saving for retirement. Helping protect participant balances in tough times is critical, particularly in the plan’s QDIA (Qualified Default Investment Alternative), an investment solution that may hold the majority of a participant’s retirement wealth. We believe plan participants benefit from continuous oversight and ongoing portfolio adjustments as market conditions change. Our goal is to maximize outcomes while minimizing risk to help participants meet their retirement savings needs.

Target Date Funds

Manning & Napier employs a non-traditional fund-of-funds structure, investing each of our target date funds in managed portfolios of stocks and bonds. This unique approach ensures coordinated portfolio management decisions.

Our ETF Target CITs are a low-cost solution that combines our asset allocation expertise with underlying index-based exchange-traded funds.

Mutual Funds
CITs

Risk-Based Funds

If you feel a risk-based QDIA is a more appropriate match for your participant demographics, our options provide participants with an active risk management approach to retirement investing.

Mutual Funds
CITs

Learn more about our solutions

Our team is here to answer any questions you may have. Contact us if you would like to learn more about the retirement plan investment solutions that we offer our institutional clients.


Thought Leadership

Leverage our in-depth research and economic analysis to help address your clients’ most critical concerns.

  • February 13, 2020

    Perspective On Tesla's Wild Stock Move

    Update: On Thursday morning, February 13, Tesla did in fact announce that in order to “further strengthen its balance sheet,” they will be offering up to $2 billion in new shares. Perspective on Tesla's Wild Stock Move It has been a wild ride for Tesla investors over the past six months. The …
  • February 06, 2020

    Webinar: Important Tax, Savings, & Benefit Updates For 2020

    Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. Some of this important information can be difficult to locate or understand which can make creating a comprehensive plan challenging. Additionally, the passage of the SECURE Act at the …
  • February 03, 2020

    February 2020 Perspective

    Scares Send Stocks South Global stock markets kicked off the 2020s with small losses in January as a series of out-of-left-field risks dented investor enthusiasm. The most recent issue is the Coronavirus outbreak (more on that below), but concerns over US-Iranian relations, internal US …
  • January 30, 2020

    3 Health Care Controversies and a Word on the Coronavirus

    Drug pricing, hospital fees, and the rising cost of health care are major hot button issues in 2020. Unsurprisingly, these issues frequently intersect with litigation and political policy. Staying up-to-date on the latest updates is critical to our investment process. Below, we’ve shared our …

Manning & Napier's lifecycle offerings include target date (age-based) and risk-based mutual funds (Manning & Napier Fund, Inc. Target Series and Pro-Blend® Series) and affiliate collective investment trusts (CIT) (Manning & Napier Pro-Mix® CITs, Retirement Target CITs, and Manning & Napier Fi360 ETF Target CITs).

Because lifecycle 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 lifecycle 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).


Loading...