Employee benefits

Support your employees. Attract new talent.

When your employees are happy, they’re more engaged with their jobs. We’ll help you design a custom solution to show your employees that you value their wellbeing.

Truist Momentum

Empower your employees to achieve more.

Deliver a best-in-class financial wellness program to your employees. Truist Momentum inspires, educates, and equips your employees to manage their money based on what matters most to them.

device

Access our online learning center from any device

education

Choice of self-directed online modules or instructor-led training, offered onsite or virtually

cloud

Personal financial management from My MoneyDesktopfootnoteDisclosure 1, an MX Technologies, Inc. tool

coaching

Personalized financial coachingfootnoteDisclosure 2

We’ll provide a fully operational implementation guide. Experienced speakers to launch and energize the program. A program tracking and impact reporting dashboard. And ongoing program support from the Truist team. We do the heavy lifting—so you can focus on your business.

Employee benefit solutions

Programs that support your employees—and your goals.

Looking for a market-leading benefit advisor? McGriff—a wholly owned subsidiary of Truist Insurance Holdings, Inc.—offers a team of dedicated experts to assist you in developing a strategic plan that aligns your employee benefits program with your organizational goals. Here’s how McGriff can help:

We put you first.

Every business, every client, and every situation is unique. We don’t make assumptions about what you need. Instead, we consult with you to understand your company’s goals.

We’re here to listen.

We start by asking questions. What employee benefits challenges are most pressing to your organization? What are your most important objectives? How do employee benefits fit into your strategic goals? 

And deliver solutions.

Once we understand your needs and priorities, we’ll make targeted recommendations to help you address the topics most important to your company—cost management, employee engagement, a healthier workforce, and more.

Employee benefit solutions

In addition to core consulting and brokerage services, McGriff offers:

  • Benefits administration technology
  • COBRA administration
  • Clinical wellness & health engagement
  • Communication services
  • Compliance
  • Flexible benefits (FSAs, HSAs, HRAs, TSAs, and more)
  • Human resources advisory consulting
  • Pharmacy benefit consulting
  • Retirement consulting
Learn More about McGriff employee benefit solutions , opens in new tab

Executive compensation plans

Attract and retain top talent.

Your key people deserve to be rewarded for their exceptional performance. We’ll help you build a custom, cost-effective compensation program for your top managers and employees. Get financial planning, supplemental retirement plans, equity concentration risk management, and much more to support your best people.

Want more information? Contact your relationship manager, or call Truist Life Insurance Services at 800-474-1471.

Learn more about Truist Life Insurance Services , opens in new tab

Truist Leadership Institute

Get equipped to lead in unique times.

Rooted in psychology and neuroscience. Empowering business executives, educators, and students. The Truist Leadership Institute’s one-of-a-kind learning experience can help you become a better, more self-aware leader and individual—like it has for others for more than 60 years.

Leadership Development

Our top-level Leadership Development programs will propel you to reach your potential as a skillful and talented leader.

  • Mastering Leadership Dynamics – Raise your self-awareness, develop conscious leadership practices, and improve skills critical to performance with our flagship program.
  • Leadership Success for Mid-Level Managers – Develop deeper awareness into the principles and application of conscious leadership.
  • Leading Culture, Change, and Engagement – Lead your organization in three key areas—culture development, employee engagement, and managing change.
See more details about Leadership Development

Change Management

Discover the psychological process of change, and learn strategies to keep your team and organization engaged and moving forward.

  • Compare three change mindsets: Discover your personal position on this continuum of change style preferences—and how it impacts your ability to lead change.
  • Understand the context for change by defining forces for and against change in your organization and generating specific solutions to manage them.
  • Identify and share key drivers of employee engagement critical to creating an organizational culture supportive of new ideas and diverse approaches.
See more details about change management

Employee Engagement

Get a better sense of how deeply your employees are engaged, and learn strategies that will enhance employee well-being. 

  • Engagement and Motivation Strategies – Address the beliefs and behaviors needed to successfully achieve results.
  • Engagement Analysis and Consulting – Target specific competencies to increase leadership and organizational impact.
See more details about Employee Engagement

Business Resource Center

Want some fresh ideas?

Expand your knowledge with resources for better business strategies. Stay up-to-date with trending topics, news, and research.

Employee benefits Navigating the new world of talent management

Insights for today’s leaders on work mindsets.

Learn more on how conversations around the Great Resignation, quiet quitting, and work-life balance got experts at Truist to look closer into changing employee attitudes.
04/25/2024
Infographic
How To Recruit, Retain, and Support Top Employee Talent

Employee benefits Navigating the new world of talent management

Insights for today’s leaders on work mindsets.
Learn more on how conversations around the Great Resignation, quiet quitting, and work-life balance got experts at Truist to look closer into changing employee attitudes.
- Apr 25, 2024
Infographic
How To Recruit, Retain, and Support Top Employee Talent

Employee benefits Beyond Crisis Leadership: What Your Team Needs Now

Even if you thrive under pressure, your employees may not. Now’s the perfect time to check in with your company leaders and share these ideas for helping the team stay positive and resilient.

Even if you thrive under pressure, your employees may not. Now’s the perfect time to check in with your company leaders and share these ideas for helping the team stay positive and resilient.
02/12/2025
Article
04/25/2024
Beyond Crisis Leadership: What Your Team Needs Now

Employee benefits Beyond Crisis Leadership: What Your Team Needs Now

Even if you thrive under pressure, your employees may not. Now’s the perfect time to check in with your company leaders and share these ideas for helping the team stay positive and resilient.
Even if you thrive under pressure, your employees may not. Now’s the perfect time to check in with your company leaders and share these ideas for helping the team stay positive and resilient.
- Feb 12, 2025
Article
04/25/2024
Beyond Crisis Leadership: What Your Team Needs Now

Employee benefits 4 surprising talent optimization ideas

In volatile market conditions, these fresh suggestions can help build and retain high-performing teams

Learn talent optimization solutions to help you build high-performing teams and improve employee engagement, company culture, and retention.
02/12/2025
Article
04/25/2024
Talent Optimization Strategies for Employee Retention

Employee benefits 4 surprising talent optimization ideas

In volatile market conditions, these fresh suggestions can help build and retain high-performing teams
Learn talent optimization solutions to help you build high-performing teams and improve employee engagement, company culture, and retention.
- Feb 12, 2025
Article
04/25/2024
Talent Optimization Strategies for Employee Retention

Employee benefits How healthy is your retirement plan?

As an owner, you likely monitor every aspect of your business closely, gathering information to compare your company’s performance to your intended goals. As you evaluate the strength of your business, don’t forget to address one significant component that’s often overlooked—your retirement plan.

Your company invests a lot in retirement plans for its workers. There are four key metrics that should be regularly evaluated to assess whether that investment is producing the desired outcomes: adequate income replacement, employee plan participation rates, average wage deferral rates, and diversification of retirement portfolio assets.
02/18/2025
Article
12/13/2023
How healthy is your retirement plan?

Employee benefits How healthy is your retirement plan?

As an owner, you likely monitor every aspect of your business closely, gathering information to compare your company’s performance to your intended goals. As you evaluate the strength of your business, don’t forget to address one significant component that’s often overlooked—your retirement plan.
Your company invests a lot in retirement plans for its workers. There are four key metrics that should be regularly evaluated to assess whether that investment is producing the desired outcomes: adequate income replacement, employee plan participation rates, average wage deferral rates, and diversification of retirement portfolio assets.
- Feb 18, 2025
Article
12/13/2023
How healthy is your retirement plan?

Employee benefits Add AP to your ERP

Reap the benefits of greater automation.

Explore the benefits that come from adding accounts payable automation to your Enterprise Resource Planning.
02/18/2025
Article
12/18/2023
Add AP to your ERP

Employee benefits Add AP to your ERP

Reap the benefits of greater automation.
Explore the benefits that come from adding accounts payable automation to your Enterprise Resource Planning.
- Feb 18, 2025
Article
12/18/2023
Add AP to your ERP

Manage cash flow How can financial wellness programs impact employees?

Financial confidence is about aligning your spending and saving with your values. The Truist Momentum program takes a personalized approach to finances, based on what’s most important to you.

Financial confidence is about aligning your spending and saving with your values. The Truist Momentum program takes a personalized approach to finances, based on what’s most important to you.
02/18/2025
Article
04/25/2024
How can financial wellness programs impact employees?

Manage cash flow How can financial wellness programs impact employees?

Financial confidence is about aligning your spending and saving with your values. The Truist Momentum program takes a personalized approach to finances, based on what’s most important to you.
Financial confidence is about aligning your spending and saving with your values. The Truist Momentum program takes a personalized approach to finances, based on what’s most important to you.
- Feb 18, 2025
Article
04/25/2024
How can financial wellness programs impact employees?
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Stay informed and get connected

Looking for fresh thinking and new insights to help uncover opportunities for your business needs?

Connect with a Relationship Manager

Work with a partner who sees your vision and has the resources to help you achieve it. We’re ready to focus on the specific needs of your company—and where you are in your business lifecycle.

Existing Truist clients are encouraged to contact their relationship managers with inquiries related to commercial products and services.

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