Private Pension Plans


We provide plan sponsors with bundled, discretionary investment management, custody and pension payment solutions.

Service Highlights

Our customized approach and focus on client-specific solutions add value for our clients and their plans.

Discretionary Execution

  • Serve as 3(38) investment manager under ERISA
  • Develop strategic asset allocations
  • Evaluate and maintain an open architecture platform of industry-leading managers
  • Provide ongoing portfolio monitoring, acting quickly to implement strategic and tactical shifts as opportunities arise

More than "Just" Investment Management

  • Custody/safekeeping of plan assets
  • Integrated cash movement, benefit payments, tax withholding and reporting
  • Customized fixed income portfolio solutions
  • Timely guidance on governance and fiduciary structure, including the Investment Policy Statement (IPS)
     

Credentialed Resources

  • Help plan sponsors meet their goals and objectives
  • Conduct asset liability studies
  • Develop customized financial plans for pensions
  • Work alongside the plan’s independent actuary to provide relevant thought leadership

     

Transparencia

  • Customizable packages available for reporting to help committees stay current on what matters
  • Quarterly asset liability reports and monthly funded status updates included
  • Transparent institutional fee structure with no hidden costs
 

The 5 Components of Pension
Management

Watch this video to learn PNC's Institutional Asset Management differentiators for pension plans.

 

 

Financial Planning for Pensions

We provide our clients with the option to implement de-risking strategies for their plans to address the volatility of their plan’s financials. At a high level, our liability-centric approach is designed to help create a smoother path to full funding by managing assets relative to liabilities. We follow a five-step approach to liability-centric management.

Goals and Objectives 

Optimized Glidepath 

Asset-Liability Study 

Custom Liability Hedging 

Monitoring/ Rebalancing 

Perspectivas

Administrar activos

Las cinco “C” de la administración de pensiones

Discutiremos cómo la estructura de las “5 C” puede ayudar a los patrocinadores de los planes a determinar si un proveedor de inversiones satisface las necesidades de su plan de beneficios definidos.

Lectura de 3 minutos

Administrar activos

Beneficios de un enfoque centrado en los pasivos para los planes de pensión de múltiples empleadores

Un enfoque centrado en los pasivos para gestionar la asistencia financiera especial de la Ley del Plan de Rescate Estadounidense puede ayudar a mantener la salud del plan de pensión.

Lectura de 5 minutos

Administrar activos

Revisión del mercado de pensiones. Tercer trimestre de 2021

Los niveles de financiamiento de las pensiones corporativas se han mantenido relativamente sin cambios este trimestre, pues los retornos negativos de las acciones fueron compensados por las tasas más altas de los bonos del Tesoro.

Lectura de 3 minutos

Hablemos

Work with us today. For more information, please contact:  


Kimberlene Matthews


Managing Director,
Pension & Enterprise Solutions Group

 

Outsourced Chief Investment Officer (OCIO)

top 20 OCIO managers award ribbon

Providing custom solutions to institutional investors for 75+ years.
Más información »

Contact PNC Institutional Asset Management

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If you are an active, former or retired PNC employee seeking pension or other benefit information, visit the PNC Benefits Website at pncbenefits.com.

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Declaraciones y divulgaciones legales importantes

PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment, trustee, custody, consulting, and related services provided by PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and investment management activities conducted by PNC Capital Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank. PNC no proporciona asesoría legal, fiscal ni contable, a menos que, con respecto a la asesoría fiscal, PNC Bank haya firmado un acuerdo de servicios fiscales por escrito. PNC Bank no está registrado como asesor municipal en virtud de la Ley de Reforma de Wall Street y de Protección al Consumidor Dodd-Frank. 

“PNC Institutional Asset Management” es una marca registrada de The PNC Financial Services Group, Inc.

Inversiones: no aseguradas por la FDIC. Sin garantía bancaria. Pueden perder valor.

BBVA es una marca registrada de BBVA, S.A. y es usada bajo licencia.

Lee un resumen de los derechos de privacidad de los residentes de California que describe los tipos de información que recabamos, y cómo y por qué utilizamos dicha información.

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