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, our defined contribution program, provides a range of services designed to assist you in the successful administration of your employee retirement plan.
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 education program provides defined contribution plan sponsors, participants and financial intermediaries with customized employee education programs that help to facilitate positive retirement outcomes.
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. At PNC, we understand your commitment to delivering the highest level of service to your clients.
Types of organizations we serve and products we offer:
- Not-for-profit organizations
Products & Services
- Vested Interest® bundled services for defined contribution plans
- Investments (Defined Contribution Investment Only)
- Employee education consulting services
Vested Interest DC Plan Services for Advisers
Important Legal Disclosures & Information
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.
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.