WTW · News · 20260804N

Acquisition / Partnership / Divestiture

WILLIS TOWERS WATSON PLC · 2026-08-04 · Importance 31 · Surprise 42 · In source text

WTW Investments expanded its strategic partnership with SEI Investments to develop private-market solutions for 401(k) and broader U.S. defined contribution plans. The offerings are expected to use collective investment trusts and SEI Trust Company’s platform capabilities to provide access to alternative investment strategies, potentially with daily liquidity. WTW will provide investment and operational due diligence, while the partners will address governance, oversight, and operational requirements for retirement-plan use. The initiative represents a strategic expansion of WTW’s retirement and private-markets offerings in the United States.

Key facts

• WTW Investments and SEI have expanded their strategic partnership to develop private markets solutions for the 401(k) and broader U.S. defined contribution market. source
• The collaboration combines WTW's investment research with SEI's trust and platform capabilities through SEI Trust Company. source
• The firms will work together to broaden access to alternative investment strategies within defined contribution plans. source
• SEI Trust Company will support the delivery of these solutions. source
• The partnership announcement was reported on or before 2026-08-04 (prnewswire published 2026-08-04T09:00:00Z). source

Impact estimates