Frozen Plans

Meeting the needs of every step of the pension life cycle

Are you managing a pension that is closed to new entrants or has frozen accruals? Is your organization considering freezing your pension benefit?

SEI’s PensionConnect 360 is a comprehensive pension management solution that continually monitors plan assets and liabilities to ensure a dynamically aligned investment strategy over time. Our approach can help you:

• Limit undesirable risk
• Establish predictable pension metrics and help achieve the goals for each individual plan
• Create a customized framework for ongoing portfolio rebalancing based on the time horizon of the plan, the company’s finances and the plan’s funded levels throughout the process

SEI's Pension Lifecycle Meter

SEI conducts a poll designed to gauge the current plan design of corporate defined benefit plans in the United States.

Contact us to learn more about how PensionConnect 360 can help your organization manage a closed or frozen pension plan.