Practical analysis for investment professionals

Jonathan McClain

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Jonathan McClain is a director for the defined contribution practice in PNC Institutional Asset Management® (PNC IAM). He is responsible for leading the new business and client service efforts for PNC IAM’s largest and most complex defined contribution plan relationships. He works directly with clients and prospects to help them prioritize and achieve their plans’ goals. Prior to assuming his current role, McClain served as a principal consultant within the Defined Contribution practice of Mercer Investment Management. He provided retirement solutions by guiding retirement plan committees with investment selection and monitoring, plan design considerations, fiduciary education, and plan governance. McClain graduated with a bachelor's of science in economics and political economy from Portland State University. He holds the Accredited Investment Fiduciary® (AIF), Certified Retirement Plan Specialist, and Chartered Retirement Planning Counselor designations. He received the AIF® designation through the Center for Fiduciary Studies which assures that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, He received the CRPS® and CRPC® through the College for Financial Planning. McClain was named to the 2018 and 2019 Financial Times Top 401 Retirement Advisors, a list of elite professionals who specialize in advising US employers on their defined contribution plans. McClain also received national recognition in 2015 when he was named a Top Plan Advisor under 40 by the National Association of Plan Advisors

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