Talk with a
Retirement Specialist

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

Call a 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.