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
Retirement Plan Assets by the Numbers*
$15.9B+
3(38) Discretionary AUM for Retirement & Benefit Plans
$7.3B+
3(21) Investment Advisory Responsibility for Retirement & Benefit Plans
$90.7B+
AUA for
Retirement & Benefit Plans
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
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 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 are an active, former or retired PNC employee seeking pension or other benefit information, visit the PNC Benefits Website at pncbenefits.com.
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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-1® and PNC Financial Wellness Achievement CenterSM for employee education services provided by 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” and “Retirement 1-on-1” are registered marks, and “PNC Financial Wellness Achievement Center” is a service mark, of The PNC Financial Services Group, Inc..
Investments: Not FDIC. No Bank Guarantee. May Lose Value.
*All data is as of 12/31/2021. Retirement & Benefit Plan AUM includes $9.1b managed by PNC Bank, $3.7b managed by PNC Capital Advisors and $5.0b 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. $2.0b in Retirement & Benefit Plan AUM is managed by PCA in its capacity as a subadvisor to PNC Bank, thus $2.0b is eliminated from total Retirement & Benefit Plan AUM. Numbers may not add up to the total due to rounding. All AUA represents nondiscretionary assets custodied by PNC Bank.
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