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:
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?
DEI at SEI
Diversity, equity, and inclusion help us make a greater impact
We value individual points of view and ensure that every employee is treated fairly.
See how
Meet our Experts
We'll help you deliver on your pension and enterprise goals.
Al Pierce
Advice Director
Jennifer Podder
Advice Director
Jonathan (Jon) Waite, FSA, EA
Advice Director
Roger Messina
Managing Director
Amanda Schalich
Advice Director
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
