Target Date Funds

A goal-oriented approach to meet DC plan members’ needs throughout their retirement years

The SEI Target Date Funds offer plan members a convenient way to invest throughout their working years.

Why SEI Target Date Funds?

“Through” fund design: Our goals-based approach takes into account the lengthy post-retirement time horizon. As such, a member’s allocation will gradually move from more aggressive investments in the early working years to more stability focused investments as the target date approaches and passes.

Asset/liability focus: SEI leverages its Defined Benefit heritage and utilizes a sophisticated liability management approach to portfolio construction by blending goal-oriented portfolios to match eventual distribution needs.

Manager of Managers investment process: Our ongoing access to best-of-breed investment managers, selected based on objective research and rigorously monitored, provides members with a well-diversified investment program.

Enhanced Risk Management: Our unique approach to managing longevity and portfolio risk uses high probability assumptions for longevity and market outcomes and helps members build and preserve savings to meet post- retirement spending goals.

Contact us to  learn more.