Get guidance throughout the investment selection process
Retirement plan sponsors have a legal obligation to manage their plans with employees' best interest in mind. BB&T Institutional Investment Advisers, Inc., will help you monitor the plan's investments and manage your fiduciary risk.
We understand that our clients seek different levels of fiduciary support. That's why we structure our investment advisory services to meet your needs.
ERISA 3(38) Services
With this option, BB&T Institutional Investment Advisers, Inc. assumes fiduciary responsibility of the plan investments. We will:
- Create a tailored Investment Policy Statement (IPS)
- Select your plan's fund lineup
- Make ongoing investment decisions in the plan
- Provide active oversight, due diligence and reporting of the plan's investments
ERISA 3(21) Services
With this option, your organization will make the final investment decisions and retain fiduciary responsibility. BB&T Institutional Investment Advisers, Inc., will:
- Offer investment recommendations regarding fund managers
- Assist in the Investment Policy Statement (IPS) design
- Recommend changes to your investment lineup
- Provide investment monitoring and reporting of the funds in plan
Ready to get started?
Online
Leave us your contact info, and we'll call or email you.
By phone
Call a Retirement Specialist at 800-866-2288.
For existing retirement accounts, call 800-228-8076.
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Traditional banking services are provided by Truist Bank, Member FDIC.
Only deposit products are FDIC insured.
Services and products featured herein may include some offered by affiliated companies of Truist Retirement & Institutional Services. The fees for those services and products are in addition to the fees charged by Truist Retirement & Institutional Services. As a result, Truist Financial Corporation, as a whole, receives more compensation than would otherwise be received if a non-affiliated service or product was used. When we offer any service or product to a client, we use the same process to offer both affiliated and non-affiliated services and products. When we have authority to select any service or product on behalf of a client, if our process shows affiliated services and products to be competitive with corresponding non-affiliated services and products, then we may select affiliated products and services. Truist Retirement & Institutional Services expresses no opinion on the use of Truist affiliated services and products when the client selects such services and products in a client directed account.
Investment solutions and advisory services are provided by BB&T Institutional Investment Advisers, Inc., a wholly owned subsidiary of Branch Banking and Trust Company.
Securities and advisory products or services are:
NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE • NOT GUARANTEED BY THE BANK
The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.
New York City residents: Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at www.nyc.gov/dca.
Branch Banking and Trust Company is now Truist Bank. Learn more.
BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or SunTrust.com.