Inside Vested Interest®

Second Quarter, 2018

 

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Topics in this Issue

Minimizing Retirement Loans & Defaults

Learn how to protect your plan.


Key Dates & Deadlines

Check for upcoming dates and deadlines for your plan this year.


Investment Spotlight: Market Volatility

Learn how 2017's stability was the outlier and 2018's fluctuation may be better viewed as a return to normalcy.


Compliance Support: Your Plan's Form 5500 & More

Get the support you need. Remember - PNC Retirement Solutions® can assist you.


Understanding the Impact of New Laws & Policies

Take a look at what the latest legislation means for your plan and make sure you are prepared. 


Quarterly Webinar Series

We offer employees access to education through our quarterly webinar series, hosted by a PNC Employee Education Consultant.


Latest Enhancements: Retirement Directions Website

Our latest updates to the Retirement Directions website are designed to streamline retirement investing for participants and encourage feedback from plan sponsors.

 

We Welcome Your Feedback

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.

To provide suggestions or ask a question you can call your Account Manager at 1-800-762-0061. You may also send us an e-mail.

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Important Information & 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.