Choose the right retirement plan for your company and employees

Workplace retirement plans

  • Dedicated client service team
  • Full service recordkeeping and state-of-the-art plan monitoring
  • Fiduciary support
  • Award-winning Participant Life-Stage program
  • Customized multi-channel participant communications
  • User-friendly employer and employee websites

Investment advisory services

  • Plan investment support as a 3(38) or 3(21) advisor
  • Monitor the plan’s investments
  • Manage your fiduciary risk
  • Provide ongoing monitoring and reporting of investments

Retirement plan consulting services

  • Optimize your plan through effective plan design
  • Meet your fiduciary obligations
  • Receive investment support from a 3(38) or 3(21) advisor
  • Help employees retire on time

Defined benefit plans

  • Fully funded by the employer
  • Plan design consultation
  • Full-service plan administration
  • Guaranteed retirement income at no cost to the employee
  • Portability of vested benefits for employees who change jobs

Employee Stock Ownership Plans (ESOP)

  • Valued retirement benefit and executive compensation program
  • Employee incentive program
  • Improves cash flow
  • Rewards employees for increased productivity
  • Provides a tax-deferred retirement plan

Nonqualified plans

Sponsor benefits

  • Not subject to nondiscrimination rules
  • Unlimited tax-deductible contributions

Participant benefits

  • No annual contributions limits
  • No taxation on employer contributions until distributions are taken
  • Deferred taxation on earnings

Your business has our full attention

When you're ready to take your business to the next level, we'll be ready to offer a customized strategic plan to meet your needs.

Ready to get started?


Leave us your contact info, and we'll call or email you.

In person

Talk with a BB&T professional.

By phone

Call a Retirement Specialist at 800-866-2288.

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

Use our knowledge to your advantage

Leverage our financial knowledge and expertise to build your strategy for success and ensure a competitive edge for the future.

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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.