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.

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)

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

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

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

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.

1

Metas y objetivos

2

Optimized Glidepath

3

Asset-Liability Study

4

Custom Liability Hedging

5

Monitoring/Rebalancing

Ideas y perspectivas

Tome decisiones informadas y saque el máximo provecho de su empresa con perspectivas de los profesionales de PNC sobre los principales problemas financieros.

Administrar activos

Actualización rápida sobre la donación planificada

Revise las actualizaciones de las distribuciones benéficas calificadas para crear anualidades de donación benéfica y fideicomisos benéficos de bienes remanentes, así como los beneficios de las tasas de las CGA.

Obtener perspectivas sobre el mercado

Índice de atención médica corporativa de PNC: Cuarto trimestre de 2025

Obtenga más información sobre las tendencias del sector de atención médica y el rendimiento del mismo en este índice trimestral del Sector salud de PNC.

Administrar empresas sin fines de lucro

Lo que las organizaciones sin fines de lucro dejaron de hacer en 2025, y cómo les ayudó

Cómo la simplificación de procesos y la eliminación de tareas arduas mejoró la eficiencia de las organizaciones sin fines de lucro y la sostenibilidad organizativa.

Recursos relacionados

Expand your knowledge.

SOLUCIONES

Gestión de activos institucionales

In the face of today's growing complexities, the decisions you make impact your organization and its employees in ways that matter more than ever. That's why PNC combines large-scale resources with a personal commitment to help you prepare for today and tomorrow.

DESCRIPCIÓN GENERAL

Banca corporativa

Durante más de 160 años, PNC se ha mantenido estable mientras ha crecido en tamaño, sofisticación y servicio. Today, we're one of the largest, best-regarded and best-capitalized financial services companies in the country.

GESTIÓN DE ACTIVOS

Servicios de custodia

We pride ourselves on providing a high level of service to our clients. Our fiduciary advisors have substantial experience in the securities processing and custody business and are supported by a centralized PNC Bank Asset Servicing Clearing Operations Group.

Hablemos

Work with us today. 

Kimberlene Matthews Managing Director, Pension & Enterprise Solutions Group

Kimberlene Matthews

Managing Director,
Pension & Enterprise Solutions Group

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