-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, DdNuDhypnv1cIyyraKlWvtB2Tl0X+wX918oacyERsct93x6BkIfvHVefw/QCCW8G f5iTGG0wnMtjM5/TJMyb8Q== 0001047469-05-006947.txt : 20050318 0001047469-05-006947.hdr.sgml : 20050318 20050317181909 ACCESSION NUMBER: 0001047469-05-006947 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20050318 DATE AS OF CHANGE: 20050317 EFFECTIVENESS DATE: 20050318 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SEI ASSET ALLOCATION TRUST CENTRAL INDEX KEY: 0001003632 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-07445 FILM NUMBER: 05690021 BUSINESS ADDRESS: STREET 1: 1 FREEDOM VALLEY DRIVE CITY: OAK STATE: PA ZIP: 19456 BUSINESS PHONE: 610 676-3204 MAIL ADDRESS: STREET 1: 1 FREEDOM VALLEY DRIVE CITY: OAK STATE: PA ZIP: 19456 DEFA14A 1 a2154030zdefa14a.txt DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 [ X ] Filed by the Registrant [ ] Filed by a Party other than the Registrant Check the appropriate box: [ ] Preliminary Proxy Statement [ ] Confidential, For Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy Statement [ ] Definitive Additional Materials [ X ] Soliciting Material Pursuant to Section 240.14a-12 SEI ASSET ALLOCATION TRUST ------------------------------------ (NAME OF REGISTRANT AS SPECIFIED IN ITS CHARTER) ------------------------------------ (NAME OF PERSON(S) FILING PROXY STATEMENT, IF OTHER THAN THE REGISTRANT ) Payment of Filing Fee (Check the appropriate box): [ X ] No fee required. [ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11. (1) Title of each class of securities to which transaction applies: --------------------------------------------------------------------------- (2) Aggregate number of securities to which transaction applies: --------------------------------------------------------------------------- (3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined): (4) Proposed maximum aggregate value of transaction: --------------------------------------------------------------------------- (5) Total fee paid: [ ] Fee paid previously preliminary materials: [ ] Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the form or schedule and the date of its filing. (1) Amount Previously Paid: (2) Form, Schedule or Registration Statement No.: (3) Filing Party: (4) Dated Filed: March 17, 2005 Dear Advisor: I am writing to update you on the upcoming proxy mailing taking place as a result of restructuring the SEI Tax Managed GoalLink(SM) strategies (Defensive, Conservative, Moderate, Core Market and Market Growth). As you know, shareholders are being asked to consider changes to the investment objectives and names of these GoalLink strategies. Pending the shareholder vote, SEI plans to begin restructuring the strategies the last week in March. Proxy Details: Mailing - Proxies will be sent to current shareholders (as of March 4, 2005) overnight on or about March 18th. If YOU as an advisor have been designated to vote on behalf of your client, YOU will receive the proxy mailing directly. - Investors who have elected to receive their proxy by e-mail delivery can expect to receive an e-mail regarding the proxy on or about March 17th. Voting - Shareholders can vote by calling 1-800-454-8683 or online at www.proxyvote.com. - A third party representative (Computershare) will begin making follow-up calls to those who have not voted beginning on or about March 23rd. If you or your client receives a call, voting can actually take place over the phone. If the proxy vote does not pass by March 29, we will need to push the municipal bond fund distribution and portfolio restructuring into April which will delay the ultimate resolution of this matter. Because of this, we encourage you and your clients to vote as quickly as possible. STATE-SPECIFIC MUNICIPAL BOND FUNDS FOR CA, NJ, NY, MA, PA - For investors in the states of California, New Jersey, New York, Massachusetts, or Pennsylvania who can benefit from SEI state-specific municipal bond funds, you will have the option to liquidate shares of the Intermediate-Term Municipal Bond Fund they will be receiving and transfer the funds to a SEI state-specific municipal bond fund in the beginning of April. Just complete an Asset Allocation Change Form and fax it to 1-610-676-1021 after March 31st. - For new investors, the Tax Managed Portfolios will automatically be set up using the state-specific SEI municipal bond funds for investors in these states. We appreciate your understanding of this situation. We apologize for any inconvenience this has caused for you and your clients. We will keep you updated on the status of the proxy vote and on any further developments. If you have any additional questions, please feel free to contact your SEI representative. Sincerely, /s/ Carl A. Guarino - ------------------- Carl A. Guarino Executive Vice President SEI Investments -----END PRIVACY-ENHANCED MESSAGE-----