Qualified Plan Resources
For Business Owners, Plan Sponsors, and Financial Professionals
Manning & Napier has worked with retirement plans for more than 50 years. We have real life experience, subject matter experts, and resources to support plan fiduciaries and their advisors in pursuit of better retirement outcomes.
Find free resources below on a number of topics, or schedule a call with us to talk more about ways we can help.
Cash Balance Plan Resources
A cash balance plan is a unique type of defined benefit plan that defines a promised benefit in terms of a stated account balance more characteristic of a defined contribution plan. For high-income small business owners or partnerships, a cash balance plan may provide the opportunity to decrease taxes while substantially increasing retirement savings beyond what can be contributed to a 401(k) Profit Sharing arrangement.
An Introduction to Target Date Funds
Collective Investment Trusts (CIT) Resources
CITs are institutionally priced, pooled investment vehicles that are available only to qualified retirement plans, such as 401(k), Profit Sharing and Defined Benefit plans. As Trustee and sub‐adviser to our CITs, Manning & Napier serves as an ERISA fiduciary and must comply with ERISA fiduciary standards. Manning & Napier has offered and been an advocate of CITs for decades.
Who we are
We strive to offer excellence in investment management and to be a valued extension of your team. We have a broad range of research competencies including deep fundamental research, quantitatively-based smart beta, and specialized strategies for asset class alpha opportunities.
Schedule a call
Interested in learning more about our solutions or want to chat with a member of our team? Schedule a call with us today to learn more.
Sign up to have new insights delivered directly to your inbox.
