WTW · News · 20260805N

Acquisition / Partnership / Divestiture

WILLIS TOWERS WATSON PLC · 2026-08-05 · Importance 31 · Surprise 42

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 will handle investment and operational due diligence for these private market strategies. source
• The private market funds will be accessible through collective investment trusts (CITs) for retirement solutions. source
• The collaboration aims to create new products specifically designed to integrate private market strategies into defined contribution plans. source
• The partnership aims to provide plan sponsors and participants with greater access to diversified alternative investments through collective investment trusts. source
• The goal is to provide investors with more diversified portfolios through professionally managed, conservatively allocated private market options with daily liquidity. source