INSTITUTIONAL INVESTORS

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Defined Contribution Plans

Help secure retirement for defined contribution (DC) participants

Increasing reliance on defined contribution (DC) plans, coupled with limited participant expertise and volatile financial markets—all highlight the need for a well executed DC strategy. The DC plan is important and sponsors like you seek new ways to improve participant success, while navigating regulatory compliance and avoiding litigation.

Our DC plan management approach can reduce your administrative burden and simplify the management of your plan so you can:

Make faster, more informed recommendations for enhancements to the plan and overall organization
Help your employees make better decisions

Whether your plan is the primary retirement vehicle for employees or part of a comprehensive program, you need to understand the challenges and opportunities associated with these plans and engage experienced partners to help navigate them.

By engaging SEI as a Fiduciary Manager to your DC plan, you can outsource the selection of investment managers to SEI, who accepts accountability for investment management and will serve as an ERISA 3(38) fiduciary. This helps alleviate risk for investment committee members and provides participants with world-class institutionally-managed investment solutions.

As the largest fiduciary manager, we have a 20-plus year track record delivering institutional asset management solutions. SEI was recently ranked by Pensions & Investments as the largest outsourcer with the highest number of investment outsourcing clients across the globe.

Building a custom strategy

By understanding your objectives for the DC Plan and the experience level of your employee population, we’ll work with you to develop the appropriate investment strategy. As part of our analysis we will:

Review your existing investment program
Review participant behavior and experience
Quantify sponsor objectives for the plan
Discuss industry best practices
Identify a plan offering that is informed by sponsor and participant objectives

Time-tested approach

Using our time-tested investment process for researching and identifying institutional investment managers, we build portfolios that are designed to deliver consistent performance in a risk-managed framework. Our portfolios reflect our point-of-view on the markets and economy to capture opportunities over the short and long term. In addition to offering multi-manager core strategy funds, we leverage our defined benefit heritage to create target date and goal-oriented asset allocation strategies.

We take on manager selection, hiring, oversight, and firing within our funds and are often able to seamlessly perform manager replacements with no blackout periods or participant notices.