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Corporate Retirement Plans Services

Next Steps

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

FTB Advisors, Inc. provides consulting services to plan sponsors across a variety of business types including: 

  • For profit entities
  • Not-for-profit entities
  • Businesses with fewer than 100 employees up to 10,000 employees

The consulting services provided by FTB Advisors can be provided on a discretionary or non-discretionary basis and involve working with the trustees of a plan or its Investment Committee to help define its specific Investment Policy Statement (IPS).

Once an IPS is in place, we will provide guidance on investment selection, oversite and reporting to help you meet your fiduciary obligation.

How We Work 

Our Team

  • Connecting today's needs with tomorrow's goals
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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