Areas of Expertise
- Multiemployer/union market
- US and global defined benefit market
- Strategic elements of pension management
Jon Waite is Director of the Advisory Team and the lead actuary for our Institutional Group, which delivers ongoing advisory services regarding investment strategy, asset allocation, funding policy and plan design. His responsibilities include providing advisory services regarding asset allocation considerations, retirement benefit plan design, actuarial methods and assumptions, and funding policies for our corporate and multiemployer defined benefit relationships.
Jon has over 25 years of experience working with retirement plans. Prior to joining us, he spent nearly 18 years working for Aon Consulting, where he led the organization’s retirement and actuarial practice for the Philadelphia area.
Jon is widely recognized by the industry as an expert in the strategic elements of pension management. He has authored a variety of articles on pension plan management and has been interviewed on best practices by numerous media outlets including CNBC, Forbes, USA Today, Bloomberg News, CFO Magazine, and Institutional Investor.
Jon is a Fellow of the Society of Actuaries; an enrolled actuary, licensed to practice under ERISA by the Internal Revenue Service; and a member of the American Academy of Actuaries. In addition, he is a member of the Resource Committee of the Penjerdel Employee Benefits Association (PEBA) and a member of the International Foundation of Employee Benefits Plans (IFEBP). Jon holds a Bachelor of Arts degree from Colgate University.
Information provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company.
Recent Articles from Jon Waite
The American Rescue Plan Act of 2021 Pension relief made the cut in latest COVID-19 bill
Pension Accounting Research Series: ASC 715 Discount Rate Selections Updates for 2020
Department of Labor 'Final Rule': Is Your Plan in Compliance? How new regulation might impact your pension strategy as a fiduciary
How Does the Coronavirus Aid, Relief, and Economic Security Act Help Pensions? Learn about the CARES Act and what relief it will provide in this crisis
Senate Proposal for Multiemployer Plans in 2019 The Multiemployer Pension Recapitalization and Reform Plan proposes many new provisions
New Mortality Tables Released for Retirement Plans The Society of Actuaries has released new base mortality tables for use in private sector pension plans
How Current Legislation Could Impact Multiemployer Plans Facing Insolvency We weight the pros & cons of the Rehabilitation for Multiemployer Pensions Act of 2019
A Cautionary Tale for Public Pension Plans Considering a Move to DC Research takes a closer look at what seems like a logical fix
Pension Accounting Research Series: ASC 715 Discount Rate Selections 2019: Disclosure Ranges for 2018
Pension Accounting Research: 2018 Update Guidance for setting accounting assumptions and discount rates