Retirement Doesn’t Mean What It Used To

Your clients and their participants are facing a host of new challenges and expect comprehensive, thoughtful solutions. They rely on your expertise in this ever-changing environment to help them achieve their objectives.

Tools designed to help you support your clients

Avoiding the Bull Market Glide Trap

Is your plan’s target date solution taking too much risk?

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Target Date Comparison Report

Our quarterly target date comparison report for fiduciaries evaluates multiple target date fund managers.

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Solutions available in a variety of vehicles and share classes

Target Date Funds

We employ a non-traditional fund of funds structure and build our portfolios one security at a time. Unlike other target date funds, our approach is to use one team for both top level allocations as well as underlying security selection. As a result, this process avoids the common pitfalls caused by lack of coordination among portfolio managers.

Mutual Funds

CIT Funds

Asset Class Funds

We manage a variety of asset class funds that can be offered as part of a fund lineup for participants who elect to manage their own asset allocation

Mutual Funds

CIT Funds

Risk-Based Funds

If a risk-based QDIA is a more appropriate match for a specific plan demographic, our options can provide participants with a proactive risk management approach to retirement investing.

Mutual Funds

CIT Funds

Timely economic commentary

  • January 16, 2020

    Lessons From a Growing Apparel Stock

    Apparel is a competitive industry. Trends are constantly changing, and there are frequently new entrants. Rarely does a company make a long-lasting impact, but Lululemon has been an exception to a difficult rule. We’re taking a look at what has allowed this company to grow from a specialty yoga …
  • January 14, 2020

    Top 5 FAQs from Our 2020 Outlook Webinar

    This year certainly won’t be boring. With trade disputes, upcoming elections, and geopolitical turmoil, investors are heading into the new decade on their toes. Our 2020 Outlook: Cutting Through the Noise tackles these key issues and more, as well as what investors should expect over the next …
  • January 10, 2020

    Webinar: 2020 Outlook - Cutting Through the Noise

    The end of the decade brings some uncertainty for the conscientious investor. The news cycle has been chaotic, and it’s difficult to understand what’s relevant to today’s financial markets. But none of this means disaster for the economy. In our 2020 Outlook webinar, …
  • January 07, 2020

    Webinar: Breaking Down the SECURE Act

    The SECURE Act has officially passed, but what exactly does it mean? As the biggest retirement legislation in a decade, it can be tough to understand all of the ways this may actually impact your family. Watch now as our team of experts will tell you what you need to know. …

Resources on a variety of current topics

Fee pressures make CITs a great option for many plan sponsors and they are easier to use than you may think. Our CIT resources help you make CITs as easy to use as mutual funds.

The Re-Emergence of Collective Investment Trust Funds

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Shedding Some Light on CITs

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Investment Vehicle Comparison

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A growing number of investors look to their financial planner for guidance on health benefits and projected medical expenses in retirement. Health savings accounts can help finance transitions at all life stages and savings objectives.

HSA Guidebook for Retirement Plan Advisors

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Unlocking the Potential of Your HSA

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With more regulatory scrutiny than ever, advisors need differentiated due diligence resources. Make a plan's demographics assessment a bigger part of your due diligence process.

Why Do I Need a QDIA?

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The QDIA Decision

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Most plan sponsors are thinking more about health benefits than retirement benefits. Use a holistic approach to make the retirement plan a relevant part of an employee benefits conversation.

Why Wellness Matters: The Real Cost to Employers of Unhealthy Employee Behaviors

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Helping Employers and Employees Navigate the Health/Wealth Convergence

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The Evolution of Employee Benefits

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Cash balance plans can be an attractive tax shelter. Learn more about how cash balance plans can benefit your small business owner or professional service clients.

Regulatory FAQs: Cash Balance Plans

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What is a Cash Balance Plan?

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Profit Sharing Allocation Methods - The Better Part of Discretion

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Retirement doesn't mean what it used to. The evolving expectations of retirement savings demand a proactive approach to participant education.

An Introduction to Long-Term Care Insurance

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Understanding Health Insurance Options in Retirement

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Health Savings Accounts for Wealth Accumulation

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An Introduction to Life Insurance

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Increased Savings: The Best Risk Management Tool in the Retirement Readiness Equation

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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 trust funds. For more information about any of the Manning & Napier Fund, Inc. Mutual Fund Series, view the Series' prospectuses. For complete information about each Series or for information on purchasing shares, you may also obtain a prospectus from the Manning & Napier 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.

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.

The Manning & Napier Fund, Inc. (the Fund) is managed by Manning & Napier. Manning & Napier Investor Services, Inc. (MNBD), an affiliate of Manning & Napier and ETC, is the distributor of the Fund shares.

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