Biography
Taylor Wagner is a product manager for defined contribution retirement solutions with PNC Institutional Asset Management®. In this role she helps drive PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. Wagner graduated with a bachelor of science in marketing from Boston College and with a master of business administration in finance from The University of Pittsburgh, Katz Graduate School of Business. She holds the Accredited Investment Fiduciary® (AIF) designation as well as the FINRA Series 7 and 66 licenses.
Plan sponsors would be wise to focus on investment vehicle choice and fee structure. Share class choice impacts fees and investment performance.
Plan sponsors have a vital responsibility to provide and manage retirement benefits on behalf of their employees. Here's what they need to focus on in 2023.