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
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.
Perspectivas
Administrar activos
Cómo afectan las tasas de interés y la inflación a los planes de pensiones
Cómo el aumento de las tasas de interés y la inflación pueden afectar a los planes de pensiones.
Lectura de 3 minutos
Administrar activos
Revisión del mercado de pensiones: segundo trimestre de 2022
Los niveles de financiamiento de las pensiones corporativas han disminuido este trimestre.
Lectura de 3 minutos
Hablemos
Work with us today. Para obtener más información, comunícate con:
Kimberlene Matthews
Managing Director,
Pension & Enterprise Solutions Group
Outsourced Chief Investment Officer (OCIO)
Providing custom solutions to institutional investors for 75+ years.
Más información »
Comunícate con PNC Institutional Asset Management
Please complete and submit the form below and a PNC representative will be in touch with you shortly.
Si eres un empleado PNC, activo, anterior o jubilado que busca información sobre pensiones u otros beneficios, visita el sitio web de beneficios de PNC en pncbenefits.com.
If you are a non-PNC pension participant or retiree seeking pension or other benefit information, visit the PayeeWeb Tool.
Declaraciones y divulgaciones legales importantes
PNC Financial Services Group, Inc. (“PNC”) usa el nombre comercial PNC Institutional Asset Management® para las diversas inversiones institucionales discrecionales y no discrecionales, fideicomiso, custodia, consultoría y servicios relacionados provistos por PNC Bank, National Association (“PNC Bank”), el cual es un Miembro FDIC, y actividades de administración de inversiones realizadas por PNC Capital Advisors, LLC, un asesor de inversiones registrado en la SEC y una subsidiaria de propiedad absoluta de 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.
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