Inside Vested Interest®

First Quarter 2018


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Topics in this Issue

Cybersecurity is a Good Addition to Your Annual Plan Review

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.

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Improve and Boost Retirement Readiness  

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.

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Tips on How to Increase Retirement Plan Participation

When it comes to enrollment, there is always room for improvement.

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Retirement Directions Website Launches New Wave of Enhancements  

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.

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Key Dates and Deadlines

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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Investment Spotlight: QDIAs (…and Why There Should be One in Your Defined Contribution Plan!)

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?

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Important Information and Disclosures

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.