Investment Advisory Services
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
From 401(k) accounts to IRAs, we have comprehensive retirement solutions for your employees.
Help reduce financial stress among your employees with easy-to-follow online tutorials and a benefit-rich banking package.
Flexible benefit plans
Offer enhanced medical and dependent care benefits to your employees while saving on operational costs.
Choose from flexible benefit plans, retirement solutions and payroll options for your company and your employees.