Employee Benefit Solutions: Meet Our Teammates
Mark Jones: The one thing I hear time and time again, especially from our clients, is that they're busy. They're busy running their businesses. And this 401(k) plan is a complicated thing.
Kirki Fuller: There's a whole list of challenges our plan sponsors are facing today, and when we look at what we do at SunTrust, we're helping our clients really break down those goals.
Phillip Pounds: Part of what makes them tick is either being able to solve a complex issue or work through something that a client is struggling with.
Ray Wilson: What differentiates us is our straightforwardness. Our ability to just let you know how it is. We don't hide anything.
Stacy Walters: What really differentiates SunTrust from other plan providers is the relationships that we build with our clients. Oftentimes when I leave meetings, my clients give me hugs.
Dawnn Cook: We support our clients. We want to find the best solutions for them so that they can help their employees save for retirement.
Terrie Corbin: We have a genuine passion for what we do. We have longevity on our team. We have years of depth of experience.
Sabrina Lane: We get to know our clients. It's truly a relationship. They know us and we know them, and there's comfort in that.
Ray Wilson: I pride myself on a daily basis on just making sure that every client that hangs up the phone can honestly say, “he took care of what I needed.”
Sabrina Lane: Some of my clients have been with me for more than 15 years. Those are the types of relationships we're trying to build at SunTrust.
Mark Jones: We created a framework called the five principles. There are five essential elements. If you have plan design that encourages participation and is easy to administer, if you know that you're meeting your fiduciary responsibilities, if you know that your costs are reasonable and in line, if you have good investments and you give your employees the tools they need, then you've done a pretty good job on your plan.
Sabrina Lane: My philosophy on client service is to bring solutions to my clients before they even realize that there is a problem or an issue that needs a solution.
Scott Rice: Success to my team is measured in how we communicate and how we educate our plan sponsors.
Phillip Pounds: We have the ability to bring a lot of products and services so that we can take the work off of your HR staff, the work off of your finance staff, and let our staff do it for you.
Kirki Fuller: We're not looking at one thing. We're not concentrated just on plan administration or plan education. We're looking at the full picture, and when we look at that full picture, it really does allow us to customize what we give to our plan sponsors.
Phillip Pounds: This is what we do every day: live and breathe servicing your qualified retirement plan.
Scott Rice: In the early 1990s we partnered with Empower Institutional, formerly known as Fast Core. Since then, Fast Core has grown into the second-largest record-keeper in the United States. By having a best-in-class platform, the clients know that, one, their administrative duties are being taken care of and handled appropriately as well as their participants.
Mark Jones: It allows us to bring a higher level of personal service to companies that would not be considered large at other organizations.
Kirki Fuller: We are a holistic plan provider.
Brad Calhoun: One of the biggest challenges I see with plan sponsors is their fiduciary concerns that they have. With SunTrust, we have no proprietary funds whatsoever.
Mark Jones: One thing that makes us very unique is our commitment to fiduciary oversight. Risk and policy and procedure—it's just in the DNA of the bank.
Dawnn Cook: We're going to find the solutions that work best for your plan to help you administer your plan as well as your participants save the most for retirement.
Phillip Pounds: The ability for us to design product or services or hire people that are really intent on handholding and taking care of clients, you don't get that a lot of times with this size of business.
Mark Jones: We're going to be doing things for you that you have been doing for yourself. We're going to become the advisor that you can't live without because we're going to handle everything for you.
This content does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.
ACH fraud is one of the fastest growing types of fraud. Find out how we can help you stay one step ahead.
An effective cash strategy can help a company achieve its goals. But many companies lack a comprehensive plan, or they do not follow the one they have in place.
Business cycles progress and downturns happen. Businesses that assess their vulnerable points and prepare will be far more comfortable when the day arrives.
Harris Rosen bought his first hotel in 1974. Today, Rosen Hotels & Resorts is debt-free with eight Orlando hotels. And he remains committed to expanding the business so he can be more philanthropic.
For details about Wire Transfers with SunTrust, call 1.800.947.3786 – options 1 & 4
SunTrust Incoming wire instructions:
SunTrust Bank, now Truist Bank, Member FDIC. ©2020 Truist Financial Corporation. SunTrust®, the SunTrust logo, and Truist are service marks of Truist Financial Corporation. All rights reserved.
Equal Housing Lender
Investment and Insurance Products:
Are Not FDIC or any other Government Agency Insured Are Not Bank Guaranteed May Lose Value
All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.Link opens a new window
Truist, SunTrust®, SunTrust PortfolioView, SunTrust Robinson Humphrey®, SunTrust Premier Program®, AMC Pinnacle®, AMC Premier®, Access 3®, Signature Advantage Brokerage, Custom Choice Loan®, SunTrust SummitView®, LightStream®, GFO Advisory Services®, BB&T®, BB&T Securities®, BB&T Sterling Advisors, Sterling Capital®, BB&T Investments, and BB&T Scott & Stringfellow® are service marks of Truist Financial Corporation. All rights reserved. All other trademarks are the property of their respective owners.
Services provided by the following affiliates of Truist Financial Corporation: Banking products and services, including loans and deposit accounts, are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, and SunTrust Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by SunTrust Investment Services, Inc. and BB&T Securities, LLC, P.J. Robb Variable Corp., and Precept Advisory Group, LLC, which are SEC registered broker-dealers, members FINRALink opens a new window, SIPCLink opens a new window, and a licensed insurance agency where applicable. Investment advisory services are offered by SunTrust Advisory Services, Inc., GFO Advisory Services, LLC, BB&T Securities, LLC, Sterling Capital Management, LLC, and BB&T Institutional Investment Advisors, Inc., each SEC registered investment advisers. BB&T Sterling Advisors, BB&T Investments and BB&T Scott & Stringfellow, are divisions of BB&T Securities, LLC. Mutual fund products are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank.
"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of Truist Financial Corporation: SunTrust Bank now Truist Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRALink opens a new window and SIPCLink opens a new window, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.
SunTrust Private Wealth Management, International Wealth Management, GenSpring, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank now Truist Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.
SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRALink opens a new window and SIPCLink opens a new window.
Thank you for choosing SunTrust now Truist. We welcome the opportunity to serve your financial needs. While SunTrust and BB&T have merged to become Truist, both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees, and pricing.
Our friendly teammates at your local BB&T branches will be happy to walk you through their products. You can also learn more by contacting them at 1-800-BANK-BBT or BBT.com.