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Private Pension Plans

We provide corporate plan sponsors with bundled investment management, custody and pension payment services for defined benefit plans.

Comprehensive Investment Services

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.

Our Liability-Centric Approach

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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Service Highlights

  • Help to formulate and implement an Investment Policy Statement
  • Formulate investment strategy and advice as a 3(38) Fiduciary
  • Provide liquidity management and funded status monitoring
  • Serve as trustee and custodian, including benefit payment services
  • Deliver ongoing capital markets updates and board education

Financial Planning

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.

Proprietary Research

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.

Safekeeping Your Assets

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.

Work With Us Today

For more information, please contact:

Kimberlene Matthews
Director, Pension Solutions Group
(312) 338-8138

You may also contact your PNC Representative or fill out a simple form and we'll get in touch with you.

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Outsourced Chief Investment Officer (OCIO) & Asset Servicing

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

Thought Leadership & Insights

Manage Assets

Pension Risk Spotlight: Key Considerations for Plan Sponsors in 2021

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

Manage Assets

Pension Market Review – Fourth Quarter 2020

Equity market expansion led to increases in corporate pension funding levels in fourth-quarter 2020.

3 min read

Manage Assets

Preparing for a New Year – Virtual Event

A moderated Q&A discussing what we expect from markets and politics in the coming year.

54:52 min video

Important Legal Disclosures & Information

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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