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.

 

Menu Design Matters

With additional fiduciary scrutiny and an increase in litigation, it's more important than ever to offer a retirement plan menu that meets the needs of all participants. To be confident in their plan decisions, we believe plan sponsors should design their investment menu based on participant demographics & engagement.

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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

Tools designed to help you support your clients

Identify Your QDIA Solution

Use QDIA Sync to evaluate your plan’s demographics and generate a report that provides a suitable QDIA solution, risk profile and investment characteristics.

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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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Explore the Hidden Risks

Traditional fixed income offerings are no longer the "safe" option they once were. Use our interest rate tool to see the impact rates may have on a portfolio.

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Timely economic commentary

  • August 17, 2018

    Small Business Retirement Plans and Recent Tax Reform

    With the passing of the Tax Cuts and Jobs Act (TCJA) in December of 2017, business owners may be asking how it might impact a currently sponsored qualified retirement plan, or they may be considering adopting one for the first time. In fact, one of the new tax deductions under TCJA may result in …
  • May 22, 2018

    Converge: Using HSAs and FSAs Can Lead to a Healthier Wallet

    While there is no shortage of strategies to consider, Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are two vehicles that can help individuals pay for their medical costs. With annual health care expenses coming in at more than $10,000 per person on average, understanding …
  • January 31, 2018

    Converge, Volume 16: Are you falling in the “average participant” trap?

    Behavioral finance helped retirement experts understand that everyone, including participants, sometimes behave irrationally. Investment practices is one of the best examples. Most people fear loss more than they delight in gain—and as a result, they invest too conservatively even though they …

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A quarterly newsletter that provides our perspective on a holistic benefits approach.


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.

What is a Health Savings Account?

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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.

Spotlight on Demographics

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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.

Redefining Participant Education

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

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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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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.


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