Institutional Trust Solutions

Retirement Plans


A competitive retirement plan is a key part of attracting and retaining quality employees. It's also a significant financial investment and administrative chore for employers. We can help with a plan that keeps both interests in sight. 

Effective plan design

Plan sponsors today face increasing scrutiny from regulators and plan participants alike, so ideally, you want a retirement program that offers attractive benefits while meeting your organization's business objectives. From documentation to compliance, our specialists will suggest suitable plan components and customize key services.

Attractive investment options

A pre-screened selection of investment options lets your employees choose among leading asset managers and tailored asset allocation solutions. A cost-effective menu can feature widely recognized mutual funds as well as a self-directed brokerage option.

Provide comprehensive education

Participation is a key measure of plan success, so educating and encouraging employees to participate is crucial. We provide an education program that is understandable, interactive and comprehensive — so employees can make informed decisions about saving and investing.

Safeguard plan assets

Plan administration duties often require substantial diligence as well as specialized expertise. Our experienced professionals can relieve this burden, with hands-on support to coordinate your legal, recordkeeping, tax and investment needs.

Services that make plan administration easier:

  • Plan document, adoption agreement and summary plan description preparation
  • Online account access
  • On-site enrollment meetings
  • Quarterly participant statements
  • Administrative reports and forms
  • Compliance testing and adherence to current and future IRS & Department of Labor regulations
  • IRS reporting and annual tax returns
  • Vesting and contribution monitoring
  • Safekeeping for assets
  • Distribution and disbursement of funds
  • Detailed transaction reports

Contact us

Synovus Trust Company, N.A.
(800) 942-9764


Synovus Trust Privacy Policy

Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested.

Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank.

Approval of any bank product or service is not contingent upon purchasing insurance from Synovus Bank. Insurance products marketed through Synovus and its affiliated companies are underwritten by insurance companies not affiliated with Synovus and are subject to normal underwriting procedures.