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Our approach means you have access to a suite of retirement solutions created to meet your organization’s needs.
Our comprehensive solutions were developed with the flexibility to fit the needs of any plan sponsor or independent adviser, and are offered as an all-inclusive bundle or as unbundled consulting services.
Vested Interest® Bundled Retirement Plan Services
Our commitment to plan sponsors is to minimize your administrative burdens, maximize your time for critical business activity, and help your plan participants achieve their retirement investing goals. Vested Interest offers directed trustee/custody services, daily recordkeeping and plan administration, Fiduciary Investment Services for plan sponsors, an array of investment options, and award-winning education services for plan participants.
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With the growing complexity in the retirement industry, continued success may mean finding a provider who has the skill, resources, and technology to not only keep up, but also to innovate. By offering our unique solutions on a standalone basis, we are able to fill in service gaps plan sponsors may experience with other providers.
Financial professionals and consultants committed to delivering the highest level of service to their clients need a provider they can trust.
We team with third-party advisers to serve companies, unions and non-profit organizations with a wide range of offerings for defined contribution plans, including:
Learn More: Vested Interest DC Plan Services for Advisers
Doing the right thing for our clients and their employees is our top priority.
PNC Retirement Solutions was ranked by J.D. Power as "Highest in Group Retirement Satisfaction Among Small Plan Providers". Small plans are defined for purposes of the study* as plans with less than $100 million in assets.
Helping your employees prepare to retire comfortably when they want to - or need to - has significant benefits for your organization as well as for your workforce. But women face unique challenges.
Watch our video to get answers to these questions and more:
The Tax Cuts & Jobs Act’s Impact on Retirement Plans and IRAs
The Tax Cuts and Jobs Act was signed into law by President Trump on December 22, 2017, and is generally effective for tax years beginning after 2017. While many of the rumored provisions that would have affected retirement plans and individual retirement accounts (IRAs) were ultimately not included in the final bill, the new law does include some changes.
Should You Outsource Your Plan’s Investment Selection & Monitoring?
When deciding between 3(21) investment advisory and 3(38) investment management services, organizations must understand these options, as well as their organization’s preferences and capabilities.
Digital Trends in Retirement: What They Mean For Investors & Plan Sponsors
The digital revolution is fundamentally altering how individuals plan and manage their retirement investments.
Read White Paper
The Annual Retirement Plan Check-Up: An Exercise in Preventive Medicine
This report reviews the components of an annual plan review and poses some helpful questions to assist plan sponsors with an annual retirement plan check-up.
Read Article »
Our discretionary 3(38) Investment Management Service and non-discretionary 3(21) Investment Advisory Service are designed for plan sponsors looking for help in fulfilling their fiduciary responsibilities with respect to investment selection and monitoring.
To help employees achieve their retirement goals, plan sponsors should focus on offering appropriate investment options in their retirement plans. We offer a variety of resources and investment solutions across asset classes in both active and passive structures which clients can select for inclusion in their defined contribution investment lineups.
We place significant emphasis on educating plan participants, so they can be better equipped when making retirement and other financial wellness decisions. Our time-tested program provides defined contribution plan sponsors, participants, and financial intermediaries with customized employee education programs that help facilitate positive retirement outcomes.
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment activities conducted through PNC Bank, National Association (“PNC Bank), which is a Member FDIC, and through PNC’s subsidiary PNC Capital Advisors, LLC, a registered investment adviser (“PNC Capital Advisors”). PNC Bank uses the marketing names PNC Retirement Solutions® and Vested Interest® to provide defined contribution plan services and PNC Institutional Advisory Solutions® to provide discretionary investment management, trustee, and other related services. Standalone custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds are also provided through 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 does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors.
“Vested Interest,” “PNC Institutional Asset Management,” “PNC Retirement Solutions,” and “PNC Institutional Advisory Solutions” are registered service marks of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
The material presented in this newsletter 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.
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).