Guides & Worksheets

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Retirement Specialist

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

Sponsor Library

2014 COLA Adjustments

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

BB&T Retirement Plan Fiduciary Guide

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.

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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.