Products August 27, 2012

Manning & Napier Launches Strategic Income Funds

August 27, 2012 (PLANSPONSOR.com) - Two new offerings from Manning & Napier offer income through investments in equities, fixed income and real estate.
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The Strategic Income Conservative Series will invest 15% to 45% of its portfolio in equities, and the more aggressive Strategic Income Moderate Series will invest 44% to 75% of its portfolio in equities. Both aim to beat traditional income-producing securities.

“In today’s market environment, yields on traditional ‘safe,’ income-producing securities like U.S. Treasuries are very low, and negative in some cases on an inflation-adjusted basis,” said Patrick Cunningham, chief executive of Manning & Napier. “Not only does this provide challenges for generating income, but it also exposes investors to potential capital risk. We have developed a strategy that provides greater income potential and helps to mitigate risk through an active security selection and asset-allocation approach.”  

The funds will invest in four proprietary funds at Manning & Napier designed to provide investors with both income and appreciation. The Strategic Income funds will be offered with a retail S Class share with an investment minimum of $2,000 and an institutional I Class share with an investment minimum of $1 million.  

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Lee Barney 

Products August 27, 2012

Retirement Plan Training Available for Plan Sponsors

August 27, 2012 (PLANSPONSOR.com) - The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, has formed The Plan Sponsor University (TPSU). 
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The mission of The Plan Sponsor University is to educate and train employers to better manage their corporate retirement plan(s) on behalf of their participants, help improve outcomes and introduce plan sponsors to plan advisers who can help them accomplish these goals.    

TPSU offers employers responsible for company retirement plan oversight the opportunity to increase their knowledge and expertise in areas such as retirement plan design and operation, management of their fiduciary obligations, and improving outcomes for participants. Upon completion of the program, the enrollee receives certification as a C(k)PS – Certified 401(k) Plan Specialist.   

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TPSU courses and curriculum will be offered regionally around the country, and will be conducted by local plan advisers beginning in spring of 2013.  

More information is at http://www.tpsuniversity.com/.

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