Participant-Directed Defined Contribution Plan Services

Doing the right thing for your retirement plan. Always.

Retirement Plan Services Designed to Benefit Employees’ Financial Wellness and Your Overall Success

Retirement benefits are an important part of your organization’s recruiting and retention strategy. Managing your retirement benefits well can help your organization maximize benefits while optimizing cost and associated risks.

PNC Institutional Asset Management can help:

  • Offer experienced advisors dedicated to retirement plans
  • Serve as an investment fiduciary for your retirement plan(s) 
  • Collaborate on Investment Policy Statement design, monitoring and review
  • Provide unbiased, non-commissioned employee financial and retirement education
four people sitting around and office table having a conversation

Retirement Plan Assets by the Numbers[1]

$3.61B

3(38) Discretionary AUM for Retirement &
Benefit Plans

$9.13B

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

$131.86

AUA for Retirement
& Benefit Plans

Retirement Plan Solutions Tailored For Your Organization

With a dedicated Retirement Plan Advisor taking the time to understand your unique retirement program, we will help drive an outcomes-based approach to improving employee retirement outcomes while optimizing costs and controlling risks.

Participant-Directed Plan Services

Defined Contribution Plan Services:
  • 3(21) investment advisory
  • 3(38) investment management
  • Investment Policy Statement support
  • Fee benchmarking
  • Recordkeeper monitoring and search services
  • Education and thought leadership for plan fiduciaries
Employee/Participant Education Solutions:
  • Dedicated, non-commissioned education consultants
  • Custom annual education campaigns
  • Invitations to live seminars and webinars
  • Group sessions and individual consultations available to employees
  • Customizable digital financial wellness tools and resources
  • Plan participant analytics measuring engagement and progress

Defined Benefit Plan Services

Investment Management/OCIO
  • 3(38) Investment Management
  • Investment Policy Statement
  • Asset allocation and manager selection
Liability-Centric Investing
  • Asset–liability study and reporting
  • Glidepath management
  • Customized liability hedging
Custody and Trustee Services
  • Safekeeping and segregation of assets
  • Online account access through I-Hub®
Administrative Processing
  • Pension payments
  • Tax withholding and reporting
  • Cash movement

Sector Experience

We are committed to helping you with...

Your Fiduciary Obligations

Managing Your Investments

Maximizing Your Employees' Success

A sector specific coverage model supplements a regional based service approach, providing clients with both industry knowledge
and a local touchpoint.

  • Nonprofits
  • Healthcare
  • Corporations
  • Unions
  • Insurance
  • Government and Public Funds

Your dedicated contact and Retirement Plan Advisor will act as your advocate to tie all of the pieces of your retirement program together and offering the support that you need including fiduciary education, plan design review, investment monitoring, evaluating fee reasonableness, measuring progress and engaging participants.

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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.

If you have questions or would like additional information, please fill out this short form so we can get in touch with you. By completing this form, you are authorizing us to contact you (via email and/or phone) to answer your questions and provide information about PNC products and services.

If you are an active, former or retired PNC employee seeking pension or other benefit information, visit the PNC Benefits Website at visit the PNC Benefits website.