As a pioneer in DB plan management, we helped bring the importance of the pension’s impact on the organization to the forefront.
Who we serve
Retirement plan sponsors
Understanding the needs of retirement plans is our heritage. We focus on helping you meet business and financial goals in a complex environment.
Whether you are looking to outsource investments or are managing your portfolio with an internal team, we can help.
Defined benefit plans
Our focus is helping plan sponsor achieve goals. As a leader in the defined benefit space, we helped bring the importance of the pension’s impact on the organization to the forefront, partnering with the PBGC to create a tool to help sponsors pre-experience the impact of pension changes.
Through our flexible discretionary solution, we bring the professionals, technology, and custom support to help achieve your goals.
Effective LDI can be the key to managing funded status volatility of the pension.
Taft-Hartley and public plans
We understand that governance processes, investment performance, and funding levels are likely among your top concerns. Our comprehensive, customized approach to pension management places an emphasis on governance—and a multi-manager investment process—to bring you increased efficiencies.
Ways we address your governance processes, investment performance, and funding levels.
Defined contribution plans
It’s important that you maintain strategic control while delegating day-to-day decisions. Our discretionary model can enable you to shift responsibility for investment decisions, while giving enhanced exposure to top managers and asset classes.
A lineup that offers your participants additional diversification, designed for their demographics and behavior.
Ready for the next step?
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Information as of 3/31/23.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.