Workplace Retirement Plans

Peace of mind for you and your employees

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

Get started with workplace retirement plans - important (moves focus down)

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?


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.

Still exploring?

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.

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.

Related services

Retirement solutions

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

Not convinced that a Health Savings Account is right for you?

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 Retirement & Institutional Services. The fees for those services and products are in addition to the fees charged by BB&T Retirement & Institutional Services. 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 Retirement & Institutional Services 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:

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.