Introduction
PNC Retirement Solutions
www.retirementdirections.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #36 | $15,700 | |||
401(k) | $12,537 | |||
403(b) | $171 | |||
457 | $55 | |||
NQDC | $65 | |||
All Other | $2,872 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #39 | 250,667 | |||
<$10MM | 41,532 | |||
$10MM – $50MM | 77,464 | |||
>$50MM – $200MM | 78,456 | |||
>$200MM – $1BMM | 27,634 | |||
>$1B | 25,581 |
Service Offerings | |
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New client restrictions | Minimum of $1 million in plan assets |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 12 |
Will act as §3(16) fiduciary | Yes - via third party |
Participant Services | |
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Call center hours | Weekdays: 9 a.m. - 10 p.m. ET |
Online chat support | Yes |
Mobile app | Yes |
Managed account options | Morningstar/Ibbotson |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | Yes |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform Schwab Retirement Technologies (SRT) |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |