Panter and Kelly Financial oversees more than $600 million in corporate pension assets and has partnered with SEI Investments (Nasdaq: SEIC) to provide our clients with some of the best pension solutions in the industry today. SEI is the leading “Manager-of-Managers” in the United States, and currently manages over $200 billion in investment assets.


We would enjoy the opportunity to meet with your team, and a 90 minute meeting with executive management is generally sufficient to present our pension solutions.


Defined Contribution Plans


Our defined contribution platform includes a wide variety of world-class investments and highly customized participant education, resulting in employee satisfaction and fiduciary protection.


We provide a full series of interactive workshops for all plan participants, supplemented by SEI's widely acclaimed educational website. Each client is also assisted in the formulation of a communication strategy with its employees, and in the development of investment options and policies.