Defined Contribution Retirement Solutions

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Specialized Solutions for Your Organization’s Retirement Plan

You are focused on providing your employees a retirement plan that meets their unique needs. With a customizable suite of investment advice, employee education, and fiduciary support, let us help you get there.

We help plan sponsors understand and meet their fiduciary obligations to participants. In fact, we’ve found many of our clients don’t just want to meet their obligations – they want to exceed them. That’s why they choose PNC’s Fiduciary Investment Services and Employee Education Services.

Our locally-based service teams provide you with products, services, and experience, all tailored to help meet your fiduciary obligations and fit the needs of your employees.

We are committed to serving organizations of all types and sizes, with industry expertise in the following areas:

  Nonprofit organizations

  Public Funds

  Healthcare organizations

  Unions

  Corporations

  Insurance companies

Fiduciary Investment Services

Your Challenge: 

As a fiduciary, you are required to choose and maintain your retirement plan’s investment lineup in the best interests of your plan participants. 

Our Solution:

Our Fiduciary Investment Services can help you select and monitor your retirement plan’s investment lineup with confidence.

We offer comprehensive screening and rigorous monitoring of investment fund options to help maintain your investment lineup’s focus, quality, and performance. We do this through the following services:

  • Nondiscretionary 3(21) Investment Advisory
  • Discretionary 3(38) Investment Management

Your Challenge:

Another critical fiduciary responsibility is confirming the expenses paid by your retirement plan are reasonable based on the quality and quantity of services received.

Our Solution:

Our Fiduciary Investment Services support you in managing this responsibility, among others. Fee benchmarking, investment reporting and documentation, fiduciary compliance assistance and educational support, and fiduciary protection are included in our Fiduciary Investment Services.

Download our fact sheet for more details

Education Consulting Services

Your Challenge:

You are motivated to offer your employees retirement benefits that meet or exceed their expectations because recruiting top talent, retaining talented employees, and improving your workforce’s financial wellness are vital to the success of your organization.

Our Solution:

Our Education Consulting Services include a comprehensive financial education program, customized to meet your employees where they are on their path to retirement readiness. We minimize your administrative burden and deliver targeted campaigns designed to achieve the employee financial success goals you identify.

Your Challenge:

Financial stress can affect your employees personally, decrease your workforce’s productivity, and impact your bottom line.

Our Solution:

Including financial wellness training as part of your retirement plan’s employee education program can help your employees see the “big picture” when it comes to their finances — and take control of their financial future. Our Education Consulting Services can help employees become better equipped for retirement by taking a holistic approach to financial wellness.

Download our fact sheet for more details

Industry Insights & Commentary

On an ongoing basis, we gather and share relevant industry information and articles of particular interest for defined contribution plan sponsors.

Manage Assets

Financial Wellness: An Essential Part of Your Retirement Plan's Employee Education

In this webinar, we explore how comprehensive financial education can both improve retirement readiness and boost an organization’s bottom line.

49:18 min video

Manage Assets

Is It Time to Look for a New Retirement Plan Provider?

A solid retirement plan begins with the Request for Proposal (RFP). Do you need to improve service levels?

3 min read

Manage Assets

Improving Participant Outcomes in the Face of Market Uncertainty

Plan sponsors face the tough task of helping employees stay on track to retirement through adverse scenarios. A few key best practices reviewed in the webinar and article below can help.

50:46 min video

Let's Get to Know Each Other

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Important Legal Disclosures & Information

The material presented herein is of a general nature and does not constitute the provision by PNC of investment, legal, tax, or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy.

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 uses the marketing names Retirement 1-on-1℠ and PNC Financial Wellness Achievement Center℠ 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 Insured. No Bank Guarantee. May Lose Value.

Important Information about Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.