Fiduciary Oversight & Investment Advisory

Managing a compliant, cost-effective and well-designed retirement plan is no simple feat given the current strict regulatory environment and mounting administrative/ reporting requirements. You need a clear understanding not only of all your plan’s investment options, but also its design, administration and costs.

As a plan fiduciary, however, you have a right to designate other parties to perform certain duties (as allowable in accordance with your plan documents). Not only does this allow you to seek out specialized expertise, it can help mitigate your risk exposure.

Depending on your organization’s needs and preferences, you can engage SunTrust to serve as your:

  • Directed trustee
  • Co-fiduciary as 3(21) investment advisor
  • Full investment fiduciary as 3(38) investment manager or discretionary trustee

We can provide investment advisory services on a standalone basis or in conjunction with any of our full-service retirement plan solutions.

With more than 100 investment professionals (including economists, strategists, portfolio managers and analysts), we focus on ensuring the strongest possible investment foundation and ongoing governance for your plan.

  • A wide array of investment choices
  • Menu design and review
  • Guidance and advice backed by a defined process and deep expertise
  • Assistance in developing and monitoring an Investment Policy Statement
  • Timely, easy-to-understand participant communications
  • Periodic plan benchmarking
Investment independence
Because we offer no proprietary funds, we’re able to seek out the absolute best-of-breed investments for your plan without any conflicts of interest.

Streamline your retirement plan solutions.

Want to find out how you can deliver a stronger retirement plan solution while at the same time freeing up your staff so they can focus more time on running your business? Call 866.786.4015 to speak with a Plan Strategist.

Review our “Retirement Plan Fee Structures: The Decision Matrix” whitepaper to see if you measure up to ERISA guidelines.

Corporate & Commercial Banking Resource Center

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  • Understanding and Attacking the Sources of Fraud

    Fraud attacks are up 50% in just two years, drawing on the resources of companies of all sizes and requiring new protections against ever-changing threats.

  • Contact

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  • Wires

      For details about Wire Transfers with SunTrust, call 800.947.3786


      SunTrust Incoming wire instructions:


      • For Domestic incoming wire use Routing ABA: 061000104
      • For International incoming wire use SWIFT/BIC: SNTRUS3A
      • Beneficiary account number: SunTrust full account number
      • Beneficiary name: The name as it appears on the SunTrust account

      SunTrust Incoming wire instructions are also available by calling: 800.947.3786 - option 1