INSTITUTIONAL INVESTORS

Defined Contribution Plans

Your employees may be disengaged from your DC program, or lack the investment knowledge required to make appropriate retirement decisions. SEI’s Target Date Funds provide members with an easy way to participate in your plan and continue to be appropriately invested over time. Each Fund offers a unique asset mix that automatically becomes more risk controlled as members approach retirement.

"Through" fund design

SEI incorporates a lengthy post-retirement time horizon into the Funds to help ensure members remain appropriately invested after they retire, not just up to retirement. As retirement nears, the Funds automatically shift towards a more conservative asset mix to prepare for income distribution, while maintaining a growth focus to support future accumulation needs.

Asset/liability management focus

Risk is pared back using an asset/liability approach that leverages techniques applied to multi-million dollar portfolios for our institutional clients. This approach helps ensure sufficient growth of savings without taking unnecessary risks.

Contact us to learn more about SEI's Target Date Funds.