Inside Vested Interest®

Second Quarter 2017

 

To Subscribe

Click the button to send us an e-mail.


Need Assistance?

Call your Account Manager.


Topics in this Issue

Website Enhancements Now Live

Our overriding goal with www.retirementdirections.com is to help plan sponsors more easily and proactively manage their retirement plans.

Read More »

Retirement Plan Reviews Should Include Cybersecurity

An annual review of your retirement plan is an important step in identifying existing or potential issues.

Read More »

Trends in Defined Contribution Litigation

PNC Retirement Solutions conducted a comprehensive review of the civil lawsuits brought against retirement plans and plan sponsors.

Read More »

Updated Employee Enrollment Kits and More

In order to help boost retirement plan participation and contribution levels, it’s important to continue reinforcing the benefits of the retirement plan.

Read More »

Preapproved Retirement Plan Documents

PNC Retirement Solutions is pleased to announce an upcoming change in preapproved retirement plan document vendors.

Learn More »

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.
Read More »

Past Issues

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.