We have built a long-standing reputation for delivering a wide range of sophisticated investment solutions designed to help defined benefit plan sponsors meet their unique investment challenges and achieve growth goals, while mitigating risk and minimizing administrative burdens.
We believe that our customized approach and focus on client-specific solutions help to add value to our clients and their plans.
At a high level, our liability-centric approach is designed to help create a smoother path to full funding by managing assets relative to liabilities. We follow a structured process that starts with understanding the plan sponsor’s goals and objectives and leads to implementing and monitoring a customized investment strategy.
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We provide our clients with the option to implement de-risking strategies for their plans to address the volatility of their plan’s financials. We follow a five-step approach to liability-centric management that hinges on using goals and objectives and an asset-liability study to generate and inform an optimized glidepath, custom liability hedging, and monitoring / rebalancing.
We deliver access to our original research on financial markets and the relevant investment trends and regulatory issues to help our defined benefit clients make informed decisions. We make it our job to sort what’s relevant from the noise so that your organization can redeploy its time to its primary business.
We understand the unique requirements of defined benefit plans, and we’re experienced in meeting the changing needs. Our team provides the specialized support and personalized professional services necessary to help plan sponsors meet their fiduciary obligations.
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Providing custom solutions to institutional investors for 65+ years
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Guidance on governance and fiduciary structure, IPS development, Asset Liability Study and strategic asset allocation
PNC acts as a 3(38) investment manager under ERISA, helping the plan sponsor fulfill its fiduciary duty to prudently manage plan assets
PNC manages daily valuation, transaction management, monitoring and execution of asset allocation changes
The safekeeping and segregation of plan assets in accordance with fiduciary obligations as applicable; periodic account statements
Investment implementation including manager research, contracting and transition management
Cash movement, benefit payments, tax withholding and reporting
With 2020 behind us, we highlight three key areas of focus for plan sponsors as they think about improving their pension risk outcomes.
4 min read
Equity market expansion led to increases in corporate pension funding levels in fourth-quarter 2020.
3 min read
A moderated Q&A discussing what we expect from markets and politics in the coming year.
54:52 min video
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment, trustee, custody, consulting, and related services provided by PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and investment management activities conducted by PNC Capital Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
“PNC Institutional Asset Management” is a registered mark of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
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