Inside Vested Interest®

Fourth Quarter 2016

 

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Topics in this Issue

A Conversation with Bonnie Fawcett

As 2016 comes to a close, Inside Vested Interest sat down with Bonnie Fawcett, to discuss the organization’s progress and plans for the future.

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Cyber Security and Your Retirement Plan

It may surprise you to learn that nearly half (43%) of cyber attacks worldwide were aimed at businesses with less than 250 employees.

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Announcing 2017 Retirement Plan Limits

For calendar year 2017, many limitations did not change because the cost-of-living index did not increase sufficiently to trigger an adjustment.

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What Employees Aged 70 ½ or Older Need to Know

Individuals who turn age 70½ this year may need to begin taking required minimum distributions (RMDs), or face substantial tax consequences.

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Safe Harbor Reminder

Plans wishing to become Safe Harbor plans for a future calendar year must notify their Account Manager by the deadline, which is set each year.

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Targeted Employee Communications

In Q1 2017, we are rolling out new tools to help Employee Education Consultants and plan sponsors improve retirement outcomes.

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Key Dates and Deadlines

Here are the key dates and deadlines that your plan will need to meet over the next few months. Contact your Account Manager if you have questions about these tasks or deadlines.
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Investment Updates
Past Issues

Important Information and Disclosures

*This fund is anticipated to close by year end 2016.

The PNC Financial Services Group, Inc. (“PNC”) uses the marketing names PNC Retirement Solutions® and Vested Interest® for defined contribution plan services and investment options provided through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC. PNC Bank also provides custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. 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 does not provide services in any jurisdiction in which it is not authorized to conduct business.

“Vested Interest” and “PNC Retirement Solutions” are registered service marks of The PNC Financial Services Group, Inc.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.