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

  • Key Trends in Business Growth Forecasting

    From goal-setting to financial planning and alternative earning strategies, here’s how attitudes and practices have shifted over the past three years among middle market companies.

  • Peer Insights: Evaluating the Economic Landscape

    While sentiment has been up and down, middle market executives are currently less confident in the global and local economies than in 2018. Learn more from these year-over-year trends.

  • Will My Product Work Abroad?

    Globalization may have its ups and downs, but in the long term, business with aspirations for growth have to evaluate the opportunities and decide whether to jump in.

  • New and Rising Fraud Threats

    Business email compromise and business identity theft are two of the latest and most potent fraud threats that business need to identify and prevent.

  • 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

  • Support

  • 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