Inside Vested Interest®

Fourth Quarter, 2018


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Topics in this Issue

Coming Soon:
More Enhancements for Retirement Directions Website

These updates will help simplify plan management for clients and upgrade the investing experience for participants.

Safe Harbor Plans Minimize Contribution Testing Requirements

A Safe Harbor 401(k) plan is a simple and popular alternative for businesses because they eliminate annual testing requirements and more.


Plan Sponsors Can Help Level the Playing Field for Women

Helping your employees prepare to retire comfortably offers significant benefits for your organization and your workforce. But, women face unique challenges.


PNC Retirement Solutions® Wins J.D. Power Award

Learn why we were rated "Highest in Group Retirement Satisfaction Among Small Plan Providers" in the inaugural J.D. Power 2018 Group Retirement Satisfaction Study℠.


What's New in Employee Education

Participants can now preview plan enrollment kits online and learn more about Social Security.


Investment Spotlight

Our Investment Director weighs in on environmental, social and governance (ESG) funds.


Key Dates & Deadlines

Check for upcoming dates and deadlines for your plan this year.


We Welcome Your Feedback

We value our relationship with you. If there is a topic that you would like to see featured in a future Newsletter, we encourage you to share feedback at any time.

To provide suggestions or ask a question you can call your Account Manager at 1-800-762-0061. You may also send us an e-mail.

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Important Information & Disclosures

The material presented in this newsletter 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 name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment activities conducted through PNC Bank, National Association (“PNC Bank), which is a Member FDIC, and through PNC’s subsidiary PNC Capital Advisors, LLC, a registered investment adviser (“PNC Capital Advisors”). PNC Bank uses the marketing names PNC Retirement Solutions® and Vested Interest® to provide defined contribution plan services and PNC Institutional Advisory Solutions® to provide discretionary investment management, trustee, and other related services. Standalone custody, escrow, and directed trustee services; FDIC-insured banking products and services; and lending of funds are also provided through 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 does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors.

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

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