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Corporations and Healthcare



’Problems within pension plans are no longer only an investment problem; it's a corporate finance problem.’

SEI's Jim Morris in Pensions & Investments, September 2005

Today’s corporate plan sponsors and healthcare organizations face a variety of challenges, from a changing regulatory environment to funding and fiduciary concerns to volatile impacts on organizational finances. SEI offers bundled pension management and Manager of Managers investment solutions that are customized to help corporations and healthcare organizations meet their specific objectives.

Defined Benefit Plans
SEI’s PensionConnect 360™ is an integrated pension management solution that offers all the services necessary to manage your plan – all in one place. Because PensionConnect 360™ is fully integrated, it delivers time savings, administrative relief and better control over your plan. SEI’s pension administration expertise and advanced modeling capabilities ensure that our solution is designed to meet your plan and organizational objectives.

Defined Benefit Plans 

Defined Contribution Plans
SEI’s defined contribution solution features world-class investment options combined with customized participant education and state-of-the-art record keeping services, for a solution that provides unsurpassed fiduciary protection. Clients benefit from SEI’s disciplined Manager of Managers investment process and proven implementation.

Defined Contribution Plan

Healthcare Organizations
HealthcareConnect 360™ is a comprehensive solution for managing healthcare asset pools, including balance sheet pools, foundation assets, and defined benefit retirement plans. Our risk management framework integrates corporate finance goals in setting a customized asset allocation for all asset pools.

Healthcare Organizations

Investment Philosophy
SEI’s Manager of Managers investment philosophy is built on four core principles:
  • strategic asset allocation
  • efficient portfolio construction
  • superior manager selection
  • constant monitoring

 Manager of Managers

Client Service Dedication
Read about how SEI partners with clients to ensure we meet their specific objectives.

 Client Service Dedication

Case Studies
Read how SEI has helped corporate clients manage their retirement plans.

  Case Studies



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