Wendy Blanch
About Wendy Blanch
Wendy Blanch is the General Counsel and Corporate Counsel at SEI Trust Company with extensive expertise in tax-qualified ERISA covered benefit plans and investment management legal services.
Current Roles at SEI Trust Company
Wendy Blanch currently holds dual roles at SEI Trust Company as General Counsel and Corporate Counsel. In these capacities, she delivers comprehensive legal services focusing on various aspects of trust and custody operations, investment management, and third-party administration for benefit plans. Her responsibilities likely include overseeing legal compliance, providing legal advice, and managing regulatory matters.
Previous Experience at Deloitte
Wendy Blanch served as Manager of Employee Benefits Tax at Deloitte from 1999 to 2004, a tenure lasting five years. During this period, she developed significant expertise in tax-qualified ERISA covered benefit plans, including defined benefit, defined contribution, 401(k), and ESOP plans. This role involved ensuring compliance with tax regulations and advising clients on employee benefits tax matters.
Compliance Examiner at National Association of Securities Dealers
From 1998 to 1999, Wendy Blanch worked as a Compliance Examiner at the National Association of Securities Dealers (now known as FINRA). Her role involved conducting compliance examinations to ensure adherence to securities regulations and standards. This experience contributed to her strong foundation in regulatory compliance in the securities industry.
Education and Expertise
Wendy Blanch has an impressive academic background with a specialization in law and taxation. She earned her J.D. from Temple University - James E. Beasley School of Law (1992-1995) and went on to achieve an LL.M. in Taxation from Georgetown University Law Center (1997-1999). Her extensive knowledge in tax law and employee benefits equips her to handle complex legal issues related to retirement and deferred compensation plans.
Specialization in Investment Management Legal Services
Wendy Blanch offers specialized legal services in areas related to investment management, including investment advisory services and trust/custody operations. Since April 2010, she has been providing legal counsel to a state-chartered trust company sponsoring collective investment trusts. Her legal practice includes advising on service arrangements for entities involved in investment management and advisory services and ensuring their compliance with regulatory standards.