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An annual review of your retirement plan is a critical step in identifying existing or potential issues that may adversely impact plan participants and, in some cases, even result in disqualification of the plan.
With saving for retirement steadily taking a backseat to more immediate financial concerns, many employees are starting to worry they will outlive their retirement assets.
When it comes to enrollment, there is always room for improvement.
As part of our ongoing commitment to making your retirement plan better for both you and your employees, our latest updates have just rolled out.
Here are the key dates and deadlines that your plan will need to meet over the next few months. Contact your Account Manager if you have questions about these tasks or deadlines.
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Generally, a participant-directed defined contributon (DC) plan may designate an investment fund or model portfolio that seeks both long-term appreciation and capital preservation though a mix of equity and fixed income investments as a qualified default investment alternative (QDIA). So why should you have one in your plan?
Browse the online issues for articles covering retirement plan management, employee education, regulatory updates, and what's trending, as well as access to a variety of resources to help you manage your retirement plan. To change your subscription or to start a new one, please email email@example.com. You will automatically receive an email when a new issue is available.
Year End Wrap Up with Sherri Painter, Director of Retirement Plan Services
Planning Strategies for Required Minimum Distributions
Key Dates and Deadlines
Boost Retirement Readiness with these Tips
Announcing 2018 Retirement Plan Contribution Limits
Stable Value Funds
Safe Harbor Plans Remain Popular Alternative
We value our relationship with you. If there is a topic that you would like to see featured in a future Newsletter, we encourage you to share feedback at any time.
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.
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