Consultant Partner Services
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Participant Services
Help your employees plan for their futures and each stage of their working lives.More
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
Case Studies
PDFs Communications for All Stages
Low Deferral Rates
Easing Conversion Concerns
Retirement Readiness
Increasing Plan Participation: Waste Management
Visually Impaired Communications
Increasing Plan Participation: Wholesale Trade
Success Stories: Retirement & Institutional Services Testimonials
Get Assistance
By Phone
For existing retirement accounts, call 800-228-8076.
Workplace Retirement Solutions
- 401(k) Defined Contribution Services
- Defined Benefit Plans
- ESOP
- Nonqualified Plans
- Retirement Plan Consulting
- Investment Consulting Services
- Sponsor Resources
BB&T Complete Client Protection
Branch Banking and Trust Company, Member FDIC.
Securities and other investments held in investment management or investment advisory accounts at BB&T are not deposits or other obligations of BB&T Corporation, Branch Banking and Trust Company or any affiliate, are not guaranteed by Branch Banking and Trust Company or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.
BB&T and its representatives do not offer legal or tax advice. Consult your individual tax or legal professional concerning your personal situation.
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