A Defined Benefit Plan Solution Designed to Meet Strategic Objectives
SEI’s strategic advice and analysis capabilities allow us to deliver customized pension solutions that meet your specific objectives. We have over 280 experts focused in all areas of defined benefit plans - from pension fund management to pension administration to actuarial disciplines - and will work with you to put a defined benefit plan solution in place that best suits your needs. The PensionConnect 360™ solution can also be tailored to meet the unique needs of closed, frozen or terminating defined benefit plans.
Key to our advice delivery is our proprietary modeling capability. By aggregating all of your critical pension administration, corporate finance and workforce data, we put your total picture into a larger corporate context and break down the silos associated with the traditional pension model. We model how a variety of capital market and interest rate scenarios affect future contributions and other key pension and corporate finance ratios.
SEI’s modeling and analysis tools can uncover opportunities for:
- Avoiding potential contribution and pension expense surprises
- Reducing overall contribution levels
- Considering your pension’s impact on financial statements or shareholder’s equity
- Improving portfolio diversification
- Evaluating plan finances and benefits relative to industry peers
- Realizing cost savings
Manager of Managers Investment programs that support key decisions
SEI offers a spectrum of investment strategies, from public equities and bonds to alternative investments to designed to help achieve your plan and corporate objectives.
Key to our investment implementation is our leading Manager of Managers investment process. Within Manager of Managers, SEI takes responsibility for the portfolio structure, manager selection, and manager evaluation and manager replacement within a certain asset class or the entire investment portfolio. The Manager of Managers process retains the independence and oversight of the consulting process while delivering significant time savings and accountability for results. SEI’s process brings a long-term proven track record and benefits which include:
- More cost-effective diversification across world-class mangers
- Risk management through volatility control
- Strategies to enhance potential return wile minimizing risk
- Shared fiduciary responsibility
- Administrative simplification
