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:
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.
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.
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