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How We Work

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  • Please call Vivian Okello at (901)818-6167 to scheudle an appointment

Because every business is different, the retirement plan you choose should be adapted to your specific needs. Our corporate retirement plan specialists hold the Accredited Investment Fiduciary® (AIF) designation* and are skilled at listening to your concerns and guiding you through the maze of options while mindful of the stringent regulatory obligations of plan fiduciaries. Our consulting services include:

  • Needs assessment
    Determine what plan options best meet your business needs
  • Provider due diligence
    Provide independent guidance on an appropriate mix of options
  • Participant services
    Offer education to help plan participants make sound decisions
  • Reporting & Oversite
    Performance reporting and in person meetings with your investment committee 
  • Benchmarking
    We can provide annual fee benchmarking services to help you assess your plan costs relative to peers

Our specialists understand the nuances of the retirement plan world and work with leading providers to offer programs such as:

  • 401(k) plans
  • Profit sharing plans
  • Defined benefit plans
  • Foundations
  • Endowments

Explore our corporate retirement plan services and let our specialists help you navigate the complex world of employee retirement plans.

*AIF® - The Accredited Investment Fiduciary® designation is offered by the Center for Fiduciary Studies and signifies knowledge and competency in fiduciary responsibility. The designation program provides detailed instruction on how to comply with the fiduciary standards of care and introduces the participant to the 23 Prudent Investment Practices developed by the Foundation for Fiduciary Studies. These practices combine "the minimum requirements of pertinent legislation with industry best practices." Certificants must adhere to a code of ethics and meet annual continuing education requirements.

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Insurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value
Insurance Products and Annuities:  May be purchased from any agent or company, and the customer’s choice will not affect current or future credit decisions.
 

FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (FTB) and its affiliates.  Financial planning and trust services provided by FTB. Investment management services, investments and annuities provided by FTB Advisors, Inc. member FINRA, SIPC and a subsidiary of FTB.  Insurance products provided by FTB Advisors Insurance Services, Inc. (FTBIS). In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc. (FHIS), a Tennessee corporation and a subsidiary of FTB, CA License #OD12174. The principal place of business of FHIS is 165 Madison Ave., Memphis,TN. 38103. 

FTB Advisors, Inc., FTBIS and FHIS may offer annuities or transact insurance business only in states where they are licensed or where they are exempted from state insurance licensing requirements.  FTB Advisors does not offer tax or legal advice.  You should consult your personal tax and/or legal advisor concerning your individual situation.

©2013 First Tennessee Bank National Association. www.firsttennessee.com