Corporate & Institutional Services
A Trusted Financial Counsel for Institutions
Streamlining the complex financial needs of your business.
Corporate Retirement Planning Services
SouthState offers a wide variety of retirement plans1 for employers of all sizes. Our knowledgeable consultants can help you determine the right plan and features to meet both your corporate objectives and your employees’ retirement savings goals.
- 401(k) for Private Employers
- 403(b) for Non-Profit Entities
- 457 Plans for Government Entities
- ESOPS/KSOPS
- SEP/SIMPLE IRAs
- Defined Benefit Plans including Cash Balance
- Fee Analysis and Benchmarking
Institutional Asset Management
Our Portfolio Management team provides investment management services to a wide range of institutional clients, including foundations, endowments and pension plans. Utilizing a repeatable and systematic approach, we aim to construct tailored investment portfolios and manage risk to fulfill an organization’s mission.
