Plan Participants

More than 25 years of experience providing employer defined contribution plans like yours with access to our risk-managed investment portfolios

25+ Years of experience managing defined contribution plans like yours

Your employer chose us to invest assets in your retirement plan because of our experience, institutional approach, and strong reputation.

  • History of innovation – We're well known as an organization that consistently introduces new ideas, including being among the first to offer manager-of-managers
  • Global reach – With locations in eight countries around the world, we place our experts within the markets they serve
  • Institutional focus – We market and distribute our investment management solutions to some of the largest institutions and organizations in the world

As an institutional asset manager, we hire and manage some of the most well-known investment managers on your behalf. 

With 25+ years experience managing defined contribution plans like yours, we’re used to many of the challenges investors like you face.

Unlike retail approaches commonly used in retirement plans, we can change managers within the fund without disrupting your account.

How we’re different

SEI is an institutional asset manager. That allows us to provide you with:

  • Access to some of the most highly regarded asset managers in the world.  As a manager-of-managers, we create one fund for each major asset class or investment objective that is normally comprised of several individual managers. We then determine the allocation of those managers within the fund. This provides you with access to our investment management research and asset allocation capabilities, along with many well-known asset managers.
  • Built-in diversification, with multiple managers per fund and access to specialized asset pools. This eliminates the need to choose multiple funds within an asset class or investment objective or continually rebalance your positions.
  • Account stability, as we can change managers within the fund to address any risk or performance issues without replacing plan fund selections and causing disruption to your account. This sets us uniquely apart from the retail approach commonly used in retirement plans.

Legal Note

There are risks involved with investing, including loss of principal. Diversification may not protect against market risk. There is no assurance the goals of the strategies discussed will be met.

Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company.

Defined Contribution Plan Investing

Learn more about discretionary investment management.

Participants of DC plans we manage may benefit from more consistent performance and fee advantages.

Download our DC Plan brochure
DC-brochure

Watch: Target Date Investing Overview