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.
- 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
- 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
Ready to get started?
Retirement Planning Considerations for Your Small Business (Article)
How do you decide when to invest in your retirement savings over your business? Here are some ways to help you make the best choices about retirement as a business owner.
Tools for Managing Your Small Business (Article)
As a business owner, you continually work to improve your offerings, including using advances in technology. Consider how technology can help you manage your business and maximize your success.
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 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.
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.