Inside Vested Interest®

Third Quarter 2017


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Topics in this Issue

More Enhancements Coming for Retirement Directions Website

We are pleased to announce several improvements that will be introduced in the third quarter of this year.

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Transition to PNC Fiduciary Investment Service

The Mesirow Financial Fiduciary Partnership Service was discontinued effective December 31, 2016 for new clients and is being phased out for existing plans.

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Thought Leadership: Digital Trends in Retirement

PNC recently completed an extensive study of the digital connections investors make to plan for and manage their retirement.

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Employee Education Wins a 1st Place Eddy Award

PNC Retirement Solutions® is proud to be the recipient of a 2017 first place Eddy Award for the education campaign we designed for members of the Iron Workers of Western Pennsylvania Profit Sharing Plan.

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Investment Spotlight (NEW!)

PNC Retirement Solutions® is pleased to introduce Investment Spotlight, written by Peter Ferrise, Investment Director for PNC Retirement Solutions.

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Compliance Support for Your Retirement Plan’s Form 5500

It’s that time of year when calendar year-end plans are beginning to conduct plan audits.
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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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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.