Private Pension Plans


We provide plan sponsors with bundled, discretionary investment management, custody and pension payment solutions.

Service Highlights

Our customized approach and focus on client-specific solutions add value for our clients and their plans.

Discretionary Execution

  • Serve as 3(38) investment manager under ERISA
  • Develop strategic asset allocations
  • Evaluate and maintain an open architecture platform of industry-leading managers
  • Provide ongoing portfolio monitoring, acting quickly to implement strategic and tactical shifts as opportunities arise

More than "Just" Investment Management

  • Custody/safekeeping of plan assets
  • Integrated cash movement, benefit payments, tax withholding and reporting
  • Customized fixed income portfolio solutions
  • Timely guidance on governance and fiduciary structure, including the Investment Policy Statement (IPS)
     

Credentialed Resources

  • Help plan sponsors meet their goals and objectives
  • Conduct asset liability studies
  • Develop customized financial plans for pensions
  • Work alongside the plan’s independent actuary to provide relevant thought leadership

     

Transparency

  • Customizable packages available for reporting to help committees stay current on what matters
  • Quarterly asset liability reports and monthly funded status updates included
  • Transparent institutional fee structure with no hidden costs
 

The 5 Components of Pension
Management

Watch this video to learn PNC's Institutional Asset Management differentiators for pension plans.

 

 

Financial Planning for Pensions

We provide our clients with the option to implement de-risking strategies for their plans to address the volatility of their plan’s financials. 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 five-step approach to liability-centric management.

Goals and Objectives 

Optimized Glidepath 

Asset-Liability Study 

Custom Liability Hedging 

Monitoring/ Rebalancing 

Insights

Manage Assets

Video: Healthcare Liquidity Management Strategy - Four Key Considerations

In this video, we discuss four considerations involved with exploring the benefits of optimizing an operational liquidity strategy for your healthcare organization.

7:34 min video

Mitigate Risk

Video: Best Practices for Institutional Cybersecurity

In this video, we help institutions understand the cybersecurity landscape, identify vectors of attack and offer a five step approach to cyberhygiene.

16:29 min video

Manage Nonprofit Enterprises

Combining Investment Manager and Custodian for Defined Benefit Plans

Exploring the options with regard to combining or separating investment manager and custodian for defined benefit plans.

4 min read

Let's Talk

Work with us today. For more information, please contact:  


Kimberlene Matthews


Managing Director,
Pension & Enterprise Solutions Group

 

Outsourced Chief Investment Officer (OCIO)

top 20 OCIO managers award ribbon

Providing custom solutions to institutional investors for 75+ years.
Learn More »

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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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