New platform expands participant servicing capabilities and features

May 13, 2015

RALEIGH, N.C. - BB&T Retirement and Institutional Services recently announced the launch of a new rollover servicing platform to expand distribution and rollover services for retirement plan participants. The integrated platform, Rollover Central, provides participants with educational content, and seamless distribution and rollover services at the plan level. Participants can explore rollover solutions and work with experienced BB&T investment advisors who will help them make selections based on their unique profiles and investment needs.

"We support our plan sponsors' goals to provide better retirement outcomes for their employees," said Ray McCulloch, manager of BB&T Retirement and Institutional Services. "As baby boomers retire and people change jobs more frequently, participants need better guidance on managing their retirement savings and goals. This new platform meets that need by providing helpful advice, a simple rollover experience and life-stage financial services for plan participants."

Integrated within BB&T's recordkeeping system, Rollover Central offers a diverse array of solutions to facilitate IRA account openings, eliminating much of the confusion and complexity of processing a rollover for job changers and retirees. Plan participants choosing a BB&T IRA rollover solution will receive personal attention from an investment professional to help determine the best investment strategy. BB&T offers comprehensive Wealth and Investment Services for building financial wellness at every life stage.

About BB&T Retirement and Institutional Services
BB&T Retirement and Institutional Services offers a complete range of employee benefits consulting, fiduciary, philanthropic, corporate trust and investment management services. For more information, visit BBT.com/RetirementSolutions.

About BB&T
BB&T is one of the largest financial services holding companies in the U.S. with $189.2 billion in assets and market capitalization of $28.2 billion, as of March 31, 2015. Based in Winston-Salem, N.C., the company operates 1,875 financial centers in 12 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others.BBT.com.

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Contact:
Brian Davis
Vice President
BB&T Corporate Communications
(336) 733-2542
Brian.Davis@BBandT.com

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