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.

Learn more about our services

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

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 through customized planning.

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.

Thought Leadership

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

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  • November 20, 2019

    2020 Qualified Plan Limits

    Well… it’s that time of year again. Red and gold leaves drift by the window. The pitter-patter of little goblin feet trails off into the chilling night. The gales of November seem too early. And, the IRS announces the qualified plan limits for the next year. The full text of IRS Notice 2019-59 …

  • June 23, 2016

    Investing Cash Balance Plan Assets

    Many Cash Balance plan sponsors, especially small to mid-sized professional firms, appreciate relatively predictable and level annual plan contributions. These firms tend to use the plan as a tax management tool, because the plan contributions are tax deductible and will offset taxes owed by the …

  • October 27, 2015

    Regulatory FAQs: Cash Balance Plans

    Cash balance pension plans are growing in popularity, but I don’t know much about them. How is a cash balance plan different from a traditional defined benefit pension plan? It’s best to start this discussion with an illustration. If you were given a choice between the following two pension …

  • September 17, 2014

    Basics of Corporate Pension Plan Funding

    In general, a pension plan is a promise from a Plan Sponsor (often the employer) to participants (employees) of benefits to be paid during retirement. Pension plans are often used to attract and/or retain employees. Additionally, many plans are implemented or maintained for the tax advantages …

The Defined Benefit Pension Team

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

  • Valerie Loyet, ASA, EA, FCA, MAAA

    Senior Actuarial Consultant, Pension Investment Solutions

  • Dana Vosburgh, CFP®

    Managing Director, Advisory Services

  • James Esposito, QPA

    Qualified Plans Consultant


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