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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.

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. 

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. 

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Ready for the next step?

Build your custom OCIO RFP with targeted questions. Develop your own request for proposal with topics that matter most to your organization.

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Information as of 3/31/22. 

Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.