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Retirement Specialist

Guides & Worksheets

Our library holds case studies, guides and worksheets to help you with employee engagement and fiduciary support.



Sponsor Library

This guide includes cost-of-living adjustments applicable to dollar limitations for pension plans and other retirement-related items for tax year 2014.
2014 COLA Adjustments

From collecting employee contributions to ensuring regulatory compliance, we've summarized your legal requirements; specific duties, functions and principles; and identified the reports, tools and services you'll need to satisfy your obligations.
BB&T Retirement Plan Fiduciary Guide

Find out more about how your total compensation plan can help attract, retain and motivate your employees.
Guidelines for Creating an Employee Benefits Program

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.