If you’re a plan administrator, you can count on us to understand your specific retirement plan needs. We know that each plan has unique characteristics, funding challenges, and liability issues. We believe in attention to detail, accuracy in care of assets and funds, and building trust for the long-term stability of your plan. So you can feel confident about the support and services we provide, including:
- Consultation and implementation of investment policies and strategies
- Robust and customized research resources
- Consolidated and objective performance reporting
- Regulatory and compliance services
If you would like more information, please contact Peter Gabriel, Director of Sales and Relationship Management at 203-328-8110 or firstname.lastname@example.org.
Investment, trust, credit and banking services offered through Webster Private Bank, a division of Webster Bank, N.A. Investment products offered by Webster Private Bank are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.
Webster Private Bank is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.
All credit products are subject to the normal credit approval process.
SEI Investments Management Corp. (SIMC) and Webster Private Bank are independent entities. SIMC is the investment advisor to the SEI Funds and co-advisor to the Individual Managed Account Program (IMAP). SEI Funds are distributed by SEI Investment Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.