Easy access to information about your retirement funds

Choosing the right funds for your retirement savings goals is an important decision, and we want to help make it easy for you. On this site, you’ll find useful information to get started.

Fund Overviews

A snapshot of each fund and their asset allocation over time to help you determine which aligns best with your investment goals.

Fact Sheets

An overview of each fund, outlining the fund’s investment objective, top holdings, and performance history.

Prospectuses

Details on each fund’s investment strategies, objectives, performance, fees and expenses, risk/return summary, and more.

The KP Funds are a series of mutual funds created exclusively for participants in Kaiser Permanente–sponsored retirement plans

The KP Retirement Path Funds

A series of 11 target date mutual funds built exclusively for Kaiser Permanente participants. Each fund is designed to serve as an all-in-one retirement savings investment strategy.

 

The KP Core Funds

A series of four asset class funds that serve as the key asset class building blocks for the KP Retirement Path Funds.

 

Callan

About Callan

Callan is an independent investment consulting firm with a division that is dedicated to discretionary asset management. This group specializes in the design, implementation, and ongoing management of multi-manager portfolios, and is an extension of our traditional consulting work.

Utilizing Callan’s scale, experience, and resources, we apply a process-driven approach to building and maintaining efficient, low-cost, multi-manager portfolios on behalf of institutional investors. All portfolios have three common attributes we believe are critical to the success of any multi-manager portfolio: top-down design, robust process, and operational efficiency.

Learn More About Callan

14

Number of years managing custom multi-manager portfolios

$15 billion

Custom target date fund assets under management

23

Total research professionals who support the KP Funds management

SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the KP Funds. Check the background of SIDCO on FINRA’s BrokerCheck.