Defined Benefit Pension Plan Services

More Than Investment Management

Plan sponsors and trustees are faced with many challenges over the lifetime of a pension plan – closing funding gaps, managing investment risks, determining when to terminate a plan, maintaining a funding policy, or managing fiduciary risks. No two plans require the same solutions, and given the dynamic nature of a plan’s many considerations, its goals will evolve over time. Manning & Napier can help you navigate these challenges.

Whatever your challenge, we offer solutions through comprehensive value-added services that are specifically tailored to address any issue.

Request the Defined Benefit Pension Services Brochure


An Active Partnership

We offer services to help you navigate the conflicting goals of growth and stability throughout the lifetime of your plan. Our team understands the challenges of maintaining a plan, as well as a desire to terminate a plan, and is dedicated to helping your organization achieve its goals.

Objective Setting

Understanding the relationship between a plan’s assets and liabilities is key. We examine your plan’s structure and liability characteristics which allows us to help you identify your capacity to take on risk and shape the goals and objectives of your plan.

Forecasting

When assumptions or market conditions change, so do the ongoing costs associated with your pension plan. Forecasting the impact of these changes plays an important role in ensuring an appropriate investment approach. We can model customized scenarios to help you prepare for what the future may hold.

Portfolio Management

We have successfully met the long-term objectives of pension plans over a number of different market environments. Through our portfolio management services, we can help with every aspect of investment management for your organization’s pension plan.

Education Services

We provide education services upon request to help ensure that your plan’s trustees have the tools to make the best decisions for the plan and its participants. Our programs include a variety of topics and are tailored to the investment and pension background of your group.

Ongoing Monitoring

We recognize that as a pension plan matures, its liability characteristics evolve, which can impact the plan’s objectives. It is important to have ongoing monitoring on a proactive basis to see that the plan’s goals are met. We keep today in focus while remaining mindful that things can change in the future.


Retirement Plan Thought Leadership

Access our comprehensive collection of investment insights, which are available to help you learn more about a variety of topics.


Endowments & Foundations Blog

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  • January 26, 2018

    Tax Reform’s Impact on Non-Profits, Endowments, and Foundations

    The uncertainty surrounding tax reform in 2017 left many non-profits trying to gauge the impact it would have on charitable giving. With The Tax Cuts and Job Acts passed in late 2017, there is now more clarity on how non-profits, endowments, and foundations will need to adjust fundraising …
  • December 15, 2017

    Webinar: Fundraising & Finances FAQs

      Between uncertainty lingering in the markets and new trends in donor behavior, non-profit organizations have many questions as they prepare for 2018. Our Endowment/Foundation team discusses the questions they hear most frequently from non-profits and share actionable steps your …
  • December 11, 2017

    Three Ways to Attract Millennial Donors Using Social Fundraising

    Crowdfunding, or social fundraising, is becoming an increasingly popular and effective fundraising strategy for non-profits. This tactic is especially successful in attracting and engaging millennial donors. According the Pew Research Institute, more than 62% of Millennials and Gen Xers use their …

The Defined Benefit Pension Team

Our team has firsthand experience with the nuances of defined benefit plans and will help you develop solutions to any of your pension needs throughout the life of your plan.

  • Valerie Loyet, ASA, EA, FCA, MAAA

    Retirement Plans Actuary

  • James Esposito, QPA

    Qualified Plans Consultant

  • Mark Macpherson, CFA®, AIF®

    Managing Director, Client Analytics Group

  • Bryan Burdick

    Senior Investment Consultant

Chartered Financial Analyst® (CFA®) is a trademark owned by CFA Institute.


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