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SEI Private Trust Company
(aka: SEI)
Vendor General Information

This Vendor Page has not been approved by SEI Private Trust Company,
but the information provided should be useful to you.

SEI Private Trust Company (aka: SEI) - General Status

SEI has not yet posted a company statement or 403(b) market status update at this time.

SEI Private Trust Company (aka: SEI) Web Homepage

SEI Homepage may be accessed here .

Product Information

Click the link(s) below for information on SEI investment products:

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Fee Information

Click the link(s) below for information on the fees associated with SEI accounts:

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403(b) Investment Options

SEI offers the following type(s) of 403(b) investment option:

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Roth 403(b) Contribution Policy

SEI does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of SEI are marketed using the following approaches:

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Helpful Employee Resources

SEI has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment SEI provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with SEI, please visit our General SEI Private Trust Company Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

Vendor Forms and Online Submissions Links

SEI has not provided copies of or links to any Vendor Forms. Please contact SEI to request any forms you might need.

 

Employers for which SEI Private Trust Company (aka: SEI) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans SEI holds an Active Payroll Slot:

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Important: The list below represents those Employers in whose 403(b) Plans SEI holds an Inactive Payroll Slot:

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Employers for which SEI is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans SEI is eligible to receive exchanges, transfers, and rollover contributions because SEI has signed CCC's Umbrella Information Sharing Agreement:

Employers for which SEI is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans SEI is classified as an Orphaned Vendor:

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Employers for which SEI is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where SEI is a Deselected Vendor.

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Employers for which SEI is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans SEI is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans SEI is classified as a Grandfathered Exchange Vendor:

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