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Retirement Specialist
800-866-2288
Fiduciary & Compliance Updates
Increased scrutiny from federal regulators makes it essential that you understand and fulfill your fiduciary responsibilities.
Avoid mistakes, penalties and potential legal action by getting the latest information you need to remain in compliance.
Tools and Resources
Develop a program that attracts and retains a talented work force.
Creating an Employee Benefits Program
Understand the electronic delivery rules issued by the Department of Labor in 2011.
Electronic Disclosure for ERISA 404(A)(5)
Prepare to meet the new requirements for participant fee disclosure.
Participant Fee Disclosure
Refresh your responsibilities as a fiduciary and ensure retirement plan compliance.
BB&T Retirement Plan Fiduciary Guide
Review this list of risk management steps and duties that you can check off as you go.
BB&T Fiduciary Checklist
Watch a plain-language video guide to understand your plan fees and expenses.
In Simple Terms
Get Assistance
By Phone
For existing retirement accounts, call 800-228-8076.
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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