Retirement Plan Solutions


Investment Advice, Employee
Education, and Fiduciary Support

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Employee Satisfaction Critically Impacts
the Success of Your Organization

The retirement benefits you offer to your employees have a direct impact on recruiting and retaining employees and on your employees’ financial wellness.

If you are seeking ways to minimize risk and meet your fiduciary obligations, turn to PNC Institutional Asset Management® to:

  • Take fiduciary responsibility for the selection and monitoring of your plan’s investment lineup
  • Benchmark fees and services associated with your retirement plan
  • Provide employees with effective retirement, investment, and financial wellness education
  • Develop and execute a financial plan for your pension
 

Retirement Plan Assets by the Numbers*

$15.8B+

3(38) Discretionary AUM for Retirement & Benefit Plans

$6.5B+

3(21) Investment Advisory Responsibility for Retirement & Benefit Plans

$72.5B+

AUA for
Retirement & Benefit Plans

What We Do

Through our well-defined and disciplined process, we work to understand your unique challenges and help you achieve your objectives while controlling risk and managing costs.

Participant-Directed Plan Services

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Fiduciary Investment Services

  • 3(21) Investment Advisory
  • 3(38) Investment Management
  • Dedicated Retirement Plan Advisor
  • Indemnification provided by PNC Bank
  • Fee benchmarking
  • Investment Policy Statement
  • Ongoing education for plan fiduciaries

Employee Education Solutions

  • Education Consulting Services
    • Annual education campaign
    • Live seminars and webinars
  • Retirement 1-on-1SM
    • Targeted educational outreach
    • Individual consultations
  • PNC Financial Wellness Achievement CenterSM
    • Customized tools and resources
    • Incentivized learning and plan analytics 


Defined Benefit Plan Services

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Investment Management/OCIO

  • 3(38) Investment Management
  • Investment Policy Statement
  • Asset allocation and manager selection

Custody and Trustee Services

  • Safekeeping and segregation of assets
  • Online account access through I-Hub®

Liability-Centric Investing

  • Asset–liability study and reporting
  • Glidepath management
  • Customized liability hedging

Administrative Processing

  • Pension payments
  • Tax withholding and reporting
  • Cash movement

Sector Expertise

We are committed to helping you meet your fiduciary obligations, manage your investments, and maximize your employees' success.

Our industry expertise spans the following areas:

  • Corporations
  • Nonprofits
  • Unions
  • Healthcare organizations
  • Public funds, including state, county, and local governments

Our sector-specific coverage model supplements our regionally based service teams, which provides our customers with local touchpoints, strategy, and leadership, coupled with industry-leading products, services, and experience.

 

The retirement benefits you offer to your employees have a direct impact on recruiting and retaining employees and on your employees' financial wellness.

Awards & Recognition

  • Benjamin Cox and Christopher Williams named to 2020
    Financial Times 401 Top Retirement Advisers
  • 2020 Top 20 OCIO Managers, Pensions & Investments
  • 2019 Signature Award, Plan Sponsor Council of America
  • 2019 Eddy Award, Pensions & Investments
  • 2017 Eddy Award, Pensions & Investments 

 

Insights

Manage Assets

Combatting COVID With Increased Education

Employers are putting an emphasis on providing their employees creative solutions and financial wellness programs

1 min read

Manage Assets

Nondiscrimination Testing Amid a Pandemic

Sponsors must understand the impact of coronavirus-related decisions on their retirement plan’s ADP/ACP testing

1 min read

Manage Assets

Proposed DOL Proxy Voting Rules

Proposal would significantly change requirements for ERISA plan fiduciaries

2 min read

Contact PNC Institutional Asset Management

PNC helps organizations with their retirement plans. If you would like to learn more, please complete the form below and a PNC representative will reach out to you.

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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 uses the marketing names Retirement 1-on-1SM and PNC Financial Wellness Achievement CenterSM for employee education services provided by PNC Bank.

“PNC Institutional Asset Management” is a registered mark, and “Retirement 1-on-1” and “PNC Financial Wellness Achievement Center” are service marks, of The PNC Financial Services Group, Inc. 

Investments: Not FDIC. No Bank Guarantee. May Lose Value. 

*All data is as of 6/30/20. $15.8b in 3(38) AUM for Retirement & Benefit Plans includes $8.9b managed by PNC Bank, $3.4b managed by PNC Capital Advisors, LLC (“PNC Capital Advisors”), an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank, and $5.3b representing the approximate net asset value of the Building Investment Trust, a bank collective trust fund for which PNC Bank is trustee and PNC Realty Investors, Inc., an SEC registered investment adviser and subsidiary indirectly owned by The PNC Financial Services Group, is subadvisor (“PRI”). AUA represents non-discretionary assets custodied by PNC Bank. Numbers may not add up to the total due to rounding.

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