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

Transparency

  • 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

Goals & Objectives

2

Optimized Glidepath

3

Asset-Liability Study

4

Custom Liability Hedging

5

Monitoring/Rebalancing

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SOLUTIONS

Institutional Asset Management

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.

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OVERVIEW

Corporate Banking

For more than 160 years, PNC has navigated a steady course while growing in size, sophistication and service. Today, we're one of the largest, best-regarded and best-capitalized financial services companies in the country.

Learn More About Corporate Banking

ASSET SERVICING

Custody Services

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.

Visit PNC Custody Services

Let's Talk

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

Kimberlene Matthews Managing Director, Pension & Enterprise Solutions Group

Kimberlene Matthews

Managing Director,
Pension & Enterprise Solutions Group

kimberlene.matthews@pnc.com

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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.

If you are a non-PNC pension participant or retiree seeking pension or other benefit information, visit the PayeeWeb Tool.