Retirement Plan Consulting Services
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
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
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
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.