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Retirement Services

When it comes to choosing a retirement solution for your organization, the choices may seem overwhelming. Because of this, Regions Institutional Services specializes in working with plan sponsors to help them find the best solutions to meet their organization’s unique needs.

Regions Relationship Consultants take a consultative approach in assessing each organization’s retirement program. Since Regions remains unbiased when it comes to retirement plan providers, we are able to sit on the same side of the table with our clients, evaluating their current retirement program and finding solutions that fit their organization’s size, demographics and goals. Such solutions involve retirement and investment consulting operating in either a 3(21) or 3(38) capacity.

When partnering to build an integrated strategy, Regions’ experienced retirement professionals proudly offer the following solutions:

  • Fiduciary Oversight
  • Plan Design & Administration
  • Investment Consulting Services
  • Participant Education Programs

Our Relationship Consultants administer multiple types of both Defined Contribution and Defined Benefit plans. Those plans include:

Defined Contribution: Defined Benefit:
  • 401(k)
  • Profit-Sharing
  • Money Purchase Pension
  • Traditional Pension
  • Cash Balance
  • Retirement Insights

Let a member of our team partner with your organization to help attract, retain and motivate employees, Call 1-800-REGIONS for more information.

 

 

Some products and services are made available through Regions Asset Management, a business unit within Regions Wealth Management. Investment advisory services are offered through Regions Investment Management, Inc. ("RIM"). RIM is an Investment Adviser registered with the U.S. Securities & Exchange Commission pursuant to the Investment Advisers Act of 1940. RIM is a wholly owned subsidiary of Regions Bank, which in turn, is a wholly owned subsidiary of Regions Financial Corporation.