SEI Global Services, Inc.

Since 1968, SEI’s Institutional business has delivered investment and technology solutions tailored to institutional investors, with deep experience supporting Taft‑Hartley benefit plans. SEI’s Outsourced Chief Investment Officer (OCIO) model is designed to help plan trustees meet the complex demands of providing secure retirement benefits to union members.

Acting as a fiduciary, SEI assumes discretionary investment responsibility while partnering closely with plan trustees, union representatives, and contributing employers to support long‑term plan health. SEI’s OCIO approach addresses the unique challenges Taft‑Hartley plans face, including funding volatility, withdrawal liability, and evolving regulatory and economic pressures. Through proactive asset‑liability modeling, daily manager oversight, and disciplined risk management, SEI helps plans assess the impact of key decisions on funded status, credit balance, and benefit sustainability—all in pursuit of more timely action than traditional advisory models.

Beyond investment management, SEI provides governance support, fiduciary education, and transparent reporting to help trustees fulfill their responsibilities with confidence. Backed by decades of multiemployer plan experience, SEI’s integrated OCIO model allows trustees to stay focused on their members while partnering with a firm committed to strengthening plan outcomes over time.

Visit www.seic.com/OCIO or call 1-866-734-2441 for more information.