Defined Benefit
A defined benefit plan solution designed to meet strategic objectives 
SEI’s pension solution combines strategic analysis and advice capabilities with our time-tested manager of managers investment services. Our holistic view of your pension plan gives you:
- A total picture of how your pension impacts your organization’s overall objectives
- A complete understanding of how a variety of capital market and interest rate scenarios affect future contributions and other key pension and corporate finance ratios
Whether your pension plan is active, closed, frozen or terminating, SEI's pension solution 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
Unmatched Oversight
Key to our investment implementation is our leading manager of managers investment process in which 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. This process offers you:
- More cost-effective diversification across world-class managers
- Risk management through volatility control
- Strategies to enhance potential return while minimizing risk
- Shared fiduciary responsibility
- Administrative simplification
SEI is Committed to Clients
In a recent SEI client satisfaction survey:*
- 95% of clients responding would be likely to recommend SEI to another colleague or firm
- 95% of clients responding would choose SEI again if selecting a new provider
- 96% of clients responding agree that their relationship manager is dependable, trustworthy and understands the needs of their organization
Learn more about our dedication to clients
*Summer, 2010
Contact us today to discuss a tailored approach to meet the unique needs of your pension plan.
