Enterprising Investor
Practical analysis for investment professionals

Taylor Wagner, AIF

4 Posts

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.

Author's Posts
Defined Contribution Top Trends for 2026: What Plan Sponsors Need to Get Right

Key trends shaping US defined contribution plans in 2026, from technology and education to investment strategy, regulation, and plan design decisions.

Retirement Readiness in Focus: Key Actions for DC Plan Success in 2025

As market conditions, workforce demographics, and regulatory landscapes evolve, continuous assessment and strategic decision-making will be key for DC plan success.

For Plan Sponsors: Understanding Investment Vehicles and Fees

Plan sponsors would be wise to focus on investment vehicle choice and fee structure. Share class choice impacts fees and investment performance.

DC Plan Sponsors: Seven Priorities for 2023

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.