Perspective Partners Information

For more than 15 years, we've had a singular focus and passion: financial wellness. Our innovations combine both technical and behavioral finance expertise in ways that engage users and help them achieve their savings goals. Our solutions work for employees and service representatives who work with employer groups-retirement plan advisors, recordkeepers, health brokers, accountants and lawyers. Our newest innovation, NestUp Managed Deferrals® is the first program to personalize, optimize, and execute deferrals for both 401(k)s and HSAs holistically. NestUp can help increase participation rates and deferral rates in both HSAs and 401(k)s while making it easier for employees to optimize their savings, finance short- and long-term healthcare needs, and prepare for retirement. Perspective Partners is a subsidiary of Manning & Napier Group, LLC.