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Unions/Taft-Hartley Plans

A comprehensive, established approach to managing your pension, with a laser focus on your funding levels

We're the largest provider of OCIO services to Union Plans.*

Governance processes, investment performance and funding levels are probably your top concerns. As the largest provider of OCIO for multi-employer plans, with 49 multi-employer clients, representing $8.5 billion in AUM*, we understand your challenges and can help you achieve your plan goals, while saving you time and money.

* Distinction based on competitive research utilizing publicly available information as of 12/31/18.  Largest based on number of multi-employer clients, and/or based on multi-employer client assets under management in SEI’s OCIO program for which SEI has discretion for money manager hiring and replacement decisions on behalf of those clients.

$8.5B multi-employer plan assets under management (as of 12/31/2018)

We take a comprehensive approach to pension management with established governance and a multi-manager investment process that can bring efficiencies through:

  • Proactive advice and modeling to help you see the potential outcomes of key decisions
  • Active discretionary management, which enables nimble changes designed to capture market opportunities
  • Access to leading institutional investment managers at potentially favorable fees, due to our scale
  • A dedicated team of Taft-Hartley client professionals to report on your plan progress against goals
Knowledge Center Poll: Multiemployer Pension Plans From funded status to regulatory challenges, learn what's on the mind of your peers

Your custom strategy includes:

  • Ongoing goals-based advisory support with annual asset/liability studies
  • Plan modeling
  • Multi-level risk analysis and scenario testing
  • Asset allocation recommendations based on our active view

Tip the economies of scale in your favor

Access highly capable managers at favorable costs.

We offer significant resources, technology and a robust manager network, with the potential for significant fee advantages.

The OCIO Advantage

Legal Note

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