Director, Defined Contribution Strategist, Institutional Group
Areas of expertise
- Goals-based retirement strategy planning
- Retirement plan design best practices
- Asset/liability analysis of proprietary and custom target date funds
Michael Swann serves as the Director, Defined Contribution Strategist, for the Defined Contribution Team within SEI’s Institutional Group. In this role, he is responsible for advising DC plan sponsors on goals-based retirement strategy through investment solution analysis, plan design best practices, and market trends. Michael specializes in institutional multi-manager investments, investment menu simplification, custom white label funds, and asset/liability analysis of proprietary and custom target date funds.
Prior to joining SEI in 2011, Michael held positions at National Penn Investors Trust Company and Ascensus (formerly BISYS Retirement Services).
Michael earned his Bachelor of Arts in economics from Gettysburg College.