Inside Vested Interest®

Fourth Quarter 2017


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Topics in this Issue

Vested Interest: 25 Years Strong!

In 1992, Johnny Carson retired from The Tonight Show, William Jefferson Clinton was elected our 42nd president and the Lethal Weapon movie franchise premiered its third installment.  In the same year, PNC introduced Vested Interest to the defined contribution marketplace.

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How to Choose a Target Date Fund

As Target Date Fund (TDF) demand has grown, so has supply. With the abundance of TDF suite options now being provided by fund companies, plan sponsors need to have a clear understanding of which type of TDF suite may best suit their plan and its participants.

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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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Website Enhancements Now Live

We are pleased to announce that several website enhancements are now available to plan sponsors and participants.
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Top Five Questions about Safe Harbor Plans

To qualify as a safe harbor plan, the plan does need to meet certain contribution, vesting and participant notification requirements.

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What to Consider If Outsourcing Investment Decisions

The responsibility for a plan’s investments is a serious one. It involves making complex decisions that can affect the future retirement security of plan participants and has consequences that may result in personal liability.

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Past Issues

Important Information and Disclosures

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.

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.