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Retirement Plans Consulting Group

At BB&T Scott & Stringfellow, we employ a comprehensive approach to our support of the qualified plans marketplace and to the plan sponsors with whom we work. Our goals are straight-forward:

  • To help the plan sponsor build a framework for the operation of the plan that enables the company to raise the objectives of the plan while reducing fiduciary risk
  • To support the plan sponsor in the education and communication efforts with the participants
  • To work directly with the plan sponsor to determine the best possible service solution for the present with an eye to the future

Each of these objectives is equally important to the effectiveness of a qualified retirement plan.

Build a Framework
We begin with the framework of the actual plan operation. Regardless of which service solution is employed, the proper operation of the plan should help place it on track toward its objectives. Our role as your Financial Advisor is to provide you with guidance and to assist with critical activities such as:

  • The development of an investment policy statement
  • The adherence to that investment policy statement
  • Implementation of an ongoing review process

Support During the Education Process
We will be an integral part of the education process, including on-site meetings and other methods of communication.

Service Solution Selection
Our role is to help you, the plan sponsor, identify the proper product that meets the needs of your plan and most importantly, your participants. The qualified plan marketplace can be very confusing and it is important to match the strengths of a provider with the needs of a client. It is also important to understand that over time, the right answer may change. As a leading broker/dealer, we work with many providers and understand their strengths and weaknesses. Our job is to guide you through the process, now and in the future.

The BB&T Scott & Stringfellow Advantage
The true value of BB&T Scott & Stringfellow is our process, rather than products. Our approach of helping you administer your plan enables us to become a valuable partner to your business.