Workplace Retirement Plans

Peace of mind for you and your employees

Optimize the value of your employee retirement plan while reducing your fiduciary risk.

Help your employees prepare for retirement

We understand your commitment to help improve employees' lives when they retire. We'll work with you to create a tailored plan that will engage your staff, reduce your fiduciary risk and simplify your role.

Sponsor services

  • Dedicated client service team
  • Full service recordkeeping and state-of-the-art plan monitoring
  • Fiduciary support
  • Comprehensive plan design features
  • User-friendly employer website
  • Investment advisory services

Participant services

  • Strategic participant communications
  • Award-winning participant education and investment offerings
  • Fast and easy enrollment
  • Customized multi-channel communications
  • User-friendly website with access to account information and planning tools and managed account services

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 800-866-2288.

For existing retirement accounts, call 800-228-8076.

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Related services

BB&T@Work

Offer your employees easy-to-understand products, services and educational resources to help their financial wellness.

Flexible Benefit Plans

Offer enhanced benefits to your employees while saving on operational costs.

Retirement Solutions

From 401(k) accounts to IRAs, we have comprehensive retirement solutions for your employees.

Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC.

Only deposit products are FDIC insured.

Services and products featured herein may include some offered by affiliated companies of BB&T Wealth. The fees for those services and products are in addition to the fees charged by BB&T Wealth. As a result, BB&T 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. BB&T Wealth expresses no opinion on the use of BB&T 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.