401(k)/Defined Contribution Services

We can help you select the retirement plan services that are right for your company.

Consultant Partner Services

Get a complete summary of the retirement plan services your clients need.
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Participant Services
Help your employees plan for their futures and each stage of their working lives.
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Less than $2 million

Designed for start-up or existing plans with less than $2 million in assets, our Select Plan Services program is a complete retirement plan solution, including:

Sponsor Services

  • Experienced client service team to assist with plan issues, investment monitoring and fiduciary responsibilities
  • Plan design consultation that fits your company's business objectives
  • Full compliance services and ERISAEDGE webcasts
  • State-of-the-art plan sponsor website and all-inclusive daily value record keeping
  • Wide range of mutual funds and no proprietary fund requirements
  • Trustee services and fiduciary support

Participant Services

  • Fully automated participant website
  • Personalized enrollment brochure, It's Your Story, delivered to each eligible employee
  • Targeted communications to reach low deferral or non-participating employees
  • Investment advice through Morningstar Retirement Manager
  • (K)RUISECONTROL—Automatic enrollment and deferral increase program
  • Webinar meetings, including instant access to our interactive "Choose Your Own Adventure" presentation, designed to help employees prepare for retirement

$2 million to $25 million

Designed for plans with $2 million to $25 million in assets, our OmniElite Plan Services program offers a complete retirement plan solution, including:

Sponsor Services

  • A highly-skilled local consultant assigned to your plan to serve as your primary contact on investment monitoring and fiduciary responsibilities
  • An analyst assigned to your company to oversee the operations of your plan daily
  • A full compliance and legal support staff
  • Professional investment advisory services  with the ability to serve as discretionary 3(38) advisor or co-fiduciary 3(21) to your plan investments
  • An open architecture retirement platform, including access to more than 10,000 mutual funds with no proprietary fund requirements
  • A user-friendly, real-time plan sponsor website including plan-level and participant information
  • A fiduciary review and trend analysis
  • All-inclusive daily valued recordkeeping

Participant Services

  • A dedicated local communication specialist who will implement a strategy designed to meet the immediate and ongoing educational needs of your employees
  • A multi-media approach including in-person meetings, age-based seminars, online presentations, enrollment booklets, train-the-trainers and targeted mailings
  • Investment advice through ProNvest available online or by calling ProNvest’s retirement counselors
  • Automatic enrollment, deferral increase and diversified default program
  • A full-service participant website and participant call center

 

More than $25 million

Designed for plans with $25 million or more in assets, our Signature Plan Services program offers  a complete retirement plan solution, including:

Sponsor Services

  • A highly-skilled and credentialed senior consultant assigned to your plan to serve as your primary contact on investment monitoring and fiduciary responsibilities
  • A dedicated senior analyst assigned to your company to oversee the daily operations of your plan
  • Comprehensive installation services when you move to BB&T
  • A full compliance and legal support staff
  • Professional investment advisory services with the ability to serve as discretionary 3(38) advisor or co-fiduciary 3(21) to your plan investments
  • Open architecture retirement platform, including access to more than 10,000 mutual funds with no proprietary fund requirements
  • Optional administrative outsourcing of distribution authorization and online beneficiary maintenance

Participant Services

  • A dedicated communication strategist who will implement a strategy designed to meet the immediate and ongoing educational needs of your participants
  • Annual communication planning with quarterly updates on your company’s goals and metrics
  • A multi-media approach, including in-person meetings, age-based seminars, online presentations, enrollment booklets, train-the-trainers and targeted mailings
  • Investment advice through ProNvest available online or by calling ProNvest’s retirement counselors
  • Automatic enrollment, deferral increase and diversified default program
  • Full service participant website and participant call center

 

Get Assistance

By Phone

Call Retirement Specialist at 800-866-2288.
For existing retirement accounts, call 800-228-8076.

By Email

For sales inquiries, plan sponsors can send us a message.

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