Vested Interest is your solution for defined contribution/401(k) plan services. Utilizing our bundled package, PNC Retirement Solutions® offers directed trustee/custody services, daily record keeping and plan administration, Fiduciary Investment Services for plan sponsors, an array of investment options, and award-winning education services for plan participants.
Clients can expect to receive a variety of services delivered by a dedicated and experienced team of people.
As service provider for your company's retirement plan, PNC Bank recognizes the heavy burden of accountability that you have. That's why PNC Bank has tools and resources that help plan sponsors face this responsibility, with confidence.
Our Fiduciary Investment Services can help you fulfill your fiduciary responsibilities with respect to the selection and monitoring of your retirement plan’s lineup:
Both services offer comprehensive screening and rigorous monitoring of the available investment fund options to help maintain your investment lineup’s focus, quality and performance.
Note for Financial Professionals
Fiduciary Investment Services are intended for use with plans that do not receive investment selection and monitoring services from an independent financial advisor. At PNC Retirement Solutions, we also engage with financial advisors to help serve their retirement plan clients.
From planning the conversion to daily plan servicing, a dedicated team will work directly with your organization to address your needs.
This experienced team is adept in helping retirement plan sponsors develop effective strategies for meeting their plans' investment goals, limiting risk and coordinating administrative needs.
Plan Conversion and Enrollment
A dedicated team guides plan sponsors through our streamlined, established procedure for client onboarding. The key steps are communicated and timelines are created so our clients thoroughly understand the conversion process.
We offer a suite of educational tools to make it easy for your employees to get started, manage their account, and plan toward retirement.
Sample resources include:
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Retirement Solutions® and Vested Interest® for defined contribution plan services and investment options provided through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC. PNC Bank also provides custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. 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.
“Vested Interest” and “PNC Retirement Solutions” are registered service marks of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.