SEI’s history of innovation and technology offers us the unique ability to create high quality, integrated solutions. Specifically, our defined contribution solution is flexible enough to meet each plan sponsor’s specific needs while providing a cost-effective alternative in the marketplace. With SEI, you can expect:

• Investments that deliver unparalleled fiduciary protection
• Innovative participant education programs
• Outstanding plan sponsor services
• Comprehensive, turnkey administrative services

Investments that Deliver Unparalleled Fiduciary Protection

It is critical that the investment options offered to participants are high quality and utilize an institutional investment process. SEI constructs its Manager of Managers institutional strategies using leading managers in various disciplines. This approach provides solid investment options with an unsurpassed level of fiduciary protection.

SEI also offers asset allocation funds using combinations of the same proprietary investment options. In addition, a selection of preferred non-proprietary investment options is available. These options are monitored in the same way as our proprietary funds. SEI will also assist with development of the overall investment policy.

Increasing the Odds: Helping Participants Achieve Their Goals

The importance of participant education increases every day. SEI’s award-winning education programs, custom approach, and tenure have proven the value of our custom participant education services.

Key to SEI’s tailored education program is the SEI Savings and Investment Institute, which offers a series of workshops designed to educate employees on the various aspects of savings and investing. We incorporate adult learning concepts and practical information that will help employees make good financial decisions, inside and outside of their retirement plan. Each workshop can be customized to meet the objective(s) of the communication campaign. Our workshops are fully interactive and worksheets and financial planning tools are included.

The Institute is supported by our award-winning educational website, complete with SmartMoney tools and calculators. The Voice Response Unit (VRU) and call center are also available so that participants can gain information in the way that they are most comfortable.