Whether your plan is active and accruing benefits, frozen and working toward a termination, or you are considering lump sum payouts, it is important to manage your investment risks and maximize market opportunities. As one of the largest OCIO providers, with a heritage in managing DB plans, we back our institutional asset management solutions with infrastructure, scale and resources, helping you deliver on your pension and enterprise goals.

We’re an innovator in defined benefit (DB) plan management.

As a pioneer in DB plan management, we helped bring the importance of the pension’s impact on the organization to the forefront. We even partnered with the PBGC to create a tool to help sponsors pre-experience the impact of pension changes. We have continued to innovate, and bring custom solutions to our clients: 

News Benefits Pro Magazine: Liability-driven Investing What has 2020 shown us about liability-driven investing?

We provide:

  • Comprehensive strategic advisory services, supported by ongoing asset/liability studies
  • Custom Liability Driven Investing (LDI) and de-risking strategies with goals-based reporting
  • A flexible implementation can include commingled funds, custom separate accounts and alternative investments
  • An efficient model that offers time savings, administrative and regulatory support

Watch a panel of SEI experts as they discuss what happened to plans in 2020 and our outlook for 2021.

SEI Webinar: Re-risk or De-risk?

Meet our Experts

We'll help you deliver on your pension and enterprise goals.

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Al Pierce

Advice Director

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Jennifer Podder

Advice Director

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Jonathan (Jon) Waite, FSA, EA

Advice Director

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Roger Messina

Managing Director

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Amanda Schalich

Advice Director

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Randy Cusick, CPA

Managing Director

Legal Note

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

Get the right help from the right provider

Not all OCIOs are alike – experience and infrastructure matter.

You need an OCIO with a unique investment background and the ability to monitor the market to make timely changes.

A proven OCIO
Why OCIO?