PlanTrac®—Access your workplace retirement plan information
PlanTrac offers everything you need to know about your workplace retirement plan. With PlanTrac, you can:
- View account details including your balance, investment allocation and rates of return
- Change your investment allocation for current or future contributions
- Access investment information, plan documents and your plan’s message board
- Request a loan, withdrawal or investment advice (for select plans)
Want to see how it works? Watch the PlanTrac demo video(opens in a new tab)
Enroll in your workplace retirement plan
To access PlanTrac, you'll need to enroll in your plan. Depending on the method your plan administrator has chosen, you will either enroll at work or online.
Enroll at work
If enrollment is handled at work, simply visit your plan administrator and fill out the appropriate forms.
Select Enroll now in the "Log in to PlanTrac" section at the top of this page. Next, you'll input your Social Security number, temporary PIN and birth date.
What's my temporary PIN?
When asked for a temporary PIN, use the last four digits of your Social Security number and your birth month and day (format: MMDD).
Here's an example:
- Last four digits of your Social Security number: 1234
- Birth date: April 16 (MMDD)
- Your temporary PIN: 12340416
Your temporary PIN will expire after 90 days. If your PIN has already expired, call 800-228-8076.
Get help investing
Selecting the right mix of investments can be confusing. Your plan may have options to help you.
Investment management with ProNvest
ProNvest is an independent money manager that you can hire to manage the investments in your account for a reasonable fee. Ask your plan administrator or look for the "Investment Advice" tab in PlanTrac to see if ProNvest is offered.
Simple investing with a target date fund
Target date funds place your money in a varied mix of investments and will adjust automatically to become more conservative as you near retirement. You might like this option if you’d rather not sort through all of your plan’s investment options.
Diversified investing with a model portfolio
A model portfolio uses the funds available in your plan to create a mix of investment options based on your risk tolerance or age. This can help you spread out your investments and avoid the guesswork.
Am I Saving Enough for Retirement? (Calculator)
Find out if you're on track to meet your retirement goals with this handy calculator.
How Do I Make a Hardship Withdrawal from My Plan? (Article)
Before making a hardship withdrawal, you'll want to know it works, how to qualify, and the taxes and penalties involved.
What Mistakes Am I Making With My Money? (Video)
Make sure you're avoiding these pitfalls to create better financial habits.
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.
See disclosuresregarding Reg BI practices (opens in a new tab)BB&T Reg BI disclosures relating to BB&T Securities’ Regulation Best Interest (Reg BI) practices.
Investment and Insurance Products:
• Are not FDIC or any other Government Agency Insured • Are Not Bank Guaranteed • May Lose Value
Truist, BB&T®, BB&T Securities®, BB&T Sterling Advisors, Sterling Capital®, BB&T Investments, BB&T Scott & Stringfellow®, SunTrust®, SunTrust PortfolioView, SunTrust Robinson Humphrey®, SunTrust Premier Program®, AMC Pinnacle®, AMC Premier®, Access 3®, Signature Advantage Brokerage, Custom Choice Loan®, SunTrust SummitView® and GFO Advisory Services® are service marks of Truist Financial Corporation. All rights reserved. All other trademarks are the property of their respective owners.
Services provided by the following affiliates of Truist Financial Corporation: Banking products and services, including loans and deposit accounts, are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, and SunTrust Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by SunTrust Investment Services, Inc. and BB&T Securities, LLC, and P.J. Robb Variable Corp., which are SEC registered broker-dealers, members FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by SunTrust Advisory Services, Inc., GFO Advisory Services, LLC, BB&T Securities, LLC, Sterling Capital Management, LLC, Precept Advisory Group, LLC, and BB&T Institutional Investment Advisors, Inc., each SEC registered investment advisers. BB&T Sterling Advisors, BB&T Investments and BB&T Scott & Stringfellow are divisions of BB&T Securities, LLC. Mutual fund products are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank.
The information contained herein is for informational purposes only and does not represent an official statement of your SunTrust Investment Services, Inc. account. Please refer to your monthly or quarterly statements for a complete record of your transactions, holdings, and balances.
"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of Truist Financial Corporation: SunTrust Bank now Truist Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.
SunTrust Private Wealth Management, International Wealth Management, GenSpring, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank now Truist Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.
SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.
Market data information is obtained from third-party sources believed to be reliable, but is provided “as is” with no warranty. Market data is provided for informational purposes only, does not constitute investment advice, and may not be used for trading. Market data is for the individual use of each site guest, and may not be copied, downloaded, stored or redistributed. Quotes are delayed 15 minutes. Some index information is proprietary to the index owner. Data access and usage is subject to the terms and conditions imposed by our third-party sources. Access or use of any data indicates agreement to these terms.
Branch Banking and Trust Company, Member FDIC.
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.