Retirement & Institutional Services


BB&T Retirement & Institutional Services offers a complete range of services designed to help corporations, government entities and charitable organizations meet their specific needs, including:

Retirement Planning Solutions: Our award-winning services include retirement plan design and consulting support, full-service recordkeeping and administration and a comprehensive employee education program.

Investment Advisory Services: Our experienced advisors support you in the selection of investment options and ongoing management of retirement plan funds. We offer both discretionary investment management and investment advisory services to fulfill your plan's responsibilities under ERISA sections 3(21) and 3(38).

Corporate Trust and Custody Services: We provide a full range of agency and custodial services. Our professionals work with you to raise capital, provide back-office operations and manage complex system requirements.

Institutional Investment Management: Our highly skilled investment managers assist you in the development of tailored portfolios structured around your long-term objectives. We also offer strategic guidance and administration to philanthropic organizations.

 To learn more, please contact a representative at 800-866-2288

BB&T Retirement & Institutional Services won 42 awards in PLANSPONSOR magazine’s 2015 “Best in Class” survey, including awards for range of investment options, fee disclosure and industry knowledge.