Retirement Plan Consulting Services

Manage plan health with your employees' best interests in mind

Get objective advice to help make the most of your retirement plan.

Get professional retirement plan consulting and advice

BB&T Institutional Investment Advisers, Inc. will offer you objective retirement plan consulting, including plan design, fiduciary support, investment advisory services and retirement readiness.

Plan design analysis

BB&T Institutional Investment Advisers, Inc., will conduct a plan design analysis to:

  • Optimize the success of your plan
  • Improve participation
  • Assess plan health goals

Fiduciary support

To help you meet your fiduciary obligations, our retirement plan consultants will offer guidance to:

  • Review the fiduciary governance process
  • Document decisions and actions
  • Deliver fiduciary training
  • Perform due diligence and benchmarking of fees and services

Investment advisory services

BB&T Institutional Investment Advisers, Inc., will:

  • Define plan goals and establish investment strategies
  • Assist in developing an investment policy statement
  • Manage plan investments as a 3(38) or 3(21) advisor
  • Provide ongoing monitoring and reporting of investments

Retirement readiness

To help your employees retire on time, we will:

  • Review your workforce demographics
  • Assess employee engagement
  • Develop a communication strategy
  • Help you measure retirement readiness

A leader in retirement services

At BB&T, we're honored to have been recognized by PLANSPONSOR magazine with multiple awards for providing "best-in-class" retirement solutions. Our expertise allows us to help our clients manage their plans, meet their goals and stay current on emerging trends.

Ready to get started?

Online

Leave us your contact info, and we'll call or email you.

By phone

Call a Retirement Specialist at 888-999-4701.

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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.

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.

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