Inside Vested Interest®

First Quarter 2018

 

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Topics in this Issue

Year End Wrap Up with Sherri Painter, Director of Retirement Plan Services

Inside Vested Interest sat down with Sherri Painter, the organization’s recently appointed leader, to discuss the organization’s plans for 2018 and beyond.

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Planning Strategies for Required Minimum Distributions

Depending on your plan’s provisions, participants who turn 70½ in 2017 need to begin taking RMDs no later than April 1, 2018, unless they are still working.

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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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Boost Retirement Readiness with these Tips

What communication channels work best for reaching your employees and can these be made available for employee education?

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Announcing 2018 Retirement Plan Contribution Limits

Every year, the Internal Revenue Service reviews the dollar limitations for retirement plans and other similar items and announces cost of living adjustments.
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Stable Value Funds

Defined Contribution (DC) plans have traditionally offered money market funds as a low-risk, principal-preservation option in their investment lineup.

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Safe Harbor Plans Remain Popular Alternative

A Safe Harbor 401(k) plan is a simple and popular alternative for businesses. Unlike traditional 401(k) plans, Safe Harbor plans eliminate annual testing requirements and enable highly compensated employees to contribute the maximum amount to their 401(k) accounts without the risk that their contributions might need to be returned due to a testing failure.

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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.