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© 2022 SEI 1 Jonathan Waite Director - Advisory Team, Institutional Group (610) 676-3493 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about Jonathan Waite that supplements the SEI Investments Management Corporation ("SIMC") brochure. You should have received a copy of that Brochure. Please contact 1-800-DIAL-SEI if you did not receive SIMC's Brochure or if you have any questions about the contents of this supplement. Education Background and Business Experience: Year of Birth: 1965 Professional designations held: MAAA EA FSA Formal education after high school: Jonathan Waite earned his Bachelor of Arts degree from Colgate University. Business Background: Mr. Waite works in the Oaks office. Jonathan Waite serves as a Director within SEI's Institutional Group's Advisory Team, which delivers ongoing advice regarding investment strategy, asset allocation, funding policy, and plan design. He began his career at SEI in 2005. Prior to his employment with SEI, he spent nearly 18 years working for Aon Consulting, where he led the organization's retirement and actuarial practice for the Philadelphia area. He has authored a variety of articles on pension plan management and has been interviewed on best practices by numerous media outlets including CNBC, Forbes, USA Today, Bloomberg News, The Wall Street Journal, CFO Magazine, MarketWatch, American Executive, and Institutional Investor. Disciplinary Information: SIMC is required to disclose any material facts regarding any legal or disciplinary events that would materially impact a client's evaluation of Jonathan Waite. No events have occurred that are applicable to this item. Other Business Activities: SIMC is required to disclose any outside business activity or occupation for compensation that could potentially create a conflict of interest with clients. Jonathan Waite is not actively engaged in any such activities. Additional Compensation: Members of the Institutional Group receive a salary and regular incentive compensation (which may include stock options), they may also receive event compensation based on SIMC's receipt of new assets through client referrals. Supervision: The Institutional Group's Client Portfolio Management Team and Advisory Team work collaboratively to develop investment strategies for their clients. Alfred Pierce, Director of The Advisory Team, supervises the Institutional Group's Advisory Team. Mr. Pierce monitors the advice provided to clients through regular internal meetings with team members. The telephone number for Mr. Pierce is (610) 676-1541. Membership in the American Academy of Actuaries ("MAAA") is awarded upon application to those who have achieved actuarial accreditation through the Society of Actuaries, Casualty Actuarial Society or Joint Board of the Department of Treasury & Department of Labor. June 30, 2022 Institutional Group.