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Planned Giving: Outsourcing Investments and Administration, Focusing on the Relationship

In the nonprofit arena, focus is placed on the organization’s mission and on raising the necessary funds to achieve its goals.

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Strategies for Addressing Pension Market Headwinds

Market conditions in the first half of 2020 have brought additional challenges for healthcare pension plan sponsors.

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Responsible Investing: Sense Making & Myth Busting

In this webinar, we tackle common misconceptions and impediments to implementing responsible investing as part of an investment strategy.

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Financial Wellness: An Essential Part of Your Retirement Plan's Employee Education

In this webinar, we explore how comprehensive financial education can both improve retirement readiness and boost an organization’s bottom line.

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Is It Time to Look for a New Retirement Plan Provider?

A solid retirement plan begins with the Request for Proposal (RFP). Do you need to improve service levels?

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Minimizing Retirement Plan Loans & Defaults

How to safeguard your plan against risks

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For definitions of indexes used in this publication, please refer to pnc.com/indexdefinitions.

The material presented herein 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.

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Wealth Management® and Hawthorn, PNC Family Wealth® to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. 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, and investment management activities conducted by PNC Capital Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank. PNC uses the marketing names Retirement 1-on-1SM and PNC Financial Wellness Achievement CenterSM for employee education services provided by 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 Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. 

“PNC Wealth Management,” “Hawthorn, PNC Family Wealth,” and “PNC Institutional Asset Management” are registered marks, and “Retirement 1-on-1” and “PNC Financial Wellness Achievement Center” are service marks, of The PNC Financial Services Group, Inc.

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