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
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.
Insights
Manage Assets
Pension Risk Spotlight
Liability Hedging Customization: Sorting Truth from Fiction
4 min read
Manage Assets
Pension Market Review – First Quarter 2024
PNC Institutional Asset Management provides pension market insights and summaries for the first quarter of 2024.
3 min read
Manage Assets
Meeting Today’s Challenges with Outsourced Chief Investment Officer Solutions
Many institutional investors are searching for better ways to achieve their investment objectives while controlling risk and managing costs.
6 min read
Let's Talk
Work with us today. For more information, please contact:
Kimberlene Matthews
Managing Director,
Pension & Enterprise Solutions Group
Contact PNC Institutional Asset Management
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If you are an active, former or retired PNC employee seeking pension or other benefit information, visit the PNC Benefits Website at pncbenefits.com.
If you are a non-PNC pension participant or retiree seeking pension or other benefit information, visit the PayeeWeb Tool.
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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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