PensionConnect 360™ is a comprehensive offering designed to meet the needs of plan sponsors at every step of the pension life cycle. SEI has further expanded PensionConnect 360™ to specifically meet the needs of plan sponsors managing closed or frozen plans through a comprehensive pension management process that continually monitors plan assets and liabilities to ensure a dynamically aligned investment strategy over time.

The completely integrated solution is designed to limit undesirable risk, establish predictable pension metrics and help achieve the goals for each individual plan. By successfully integrating all aspects of pension management, including investment, actuarial and administrative functions, the enhanced version of PensionConnect 360™ helps frozen plan sponsors set the appropriate plan goals, implement comprehensive investment strategies and constantly monitor those strategies to ensure goals are met.  The dynamic modeling functionality combines proprietary technology with strategic advice to create a customized framework for ongoing portfolio rebalancing based on the time horizon of the plan, the company’s finances and the plan’s funded levels throughout the process.

Email us to request more information around how PensionConnect 360™ can help your organization manage a closed or frozen pension plan.