Corporate and institutional bankers in a meeting

Corporate & Institutional Services

A Trusted Financial Counsel for Institutions

Streamlining the complex financial needs of your business.

Access to Financial Experts, Whatever the Need.

At SouthState, we're pleased to serve a broad range of corporate and institutional clients who rely on us as an objective resource. Our experts help with financial matters such as employee retirement plans, treasury management, asset custodial needs or corporate asset management portfolios.
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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 
  • Defined Benefit Plans including Cash Balance
  • Fee Analysis and Benchmarking 
While you stay focused on your bottom line, we’ll help your employees plan for a sound financial future.

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.
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  • To learn more about our firm, click here to download the SouthState Advisory Brochure or click here to download the SouthState Advisory Form CRS.

    SouthState Advisory, a wholly owned subsidiary of SouthState Bank, N.A. also does business under the name SouthState Retirement Plan Services. Investments offered are not deposits of this institution and therefore are not insured or guaranteed by the FDIC or any government agency. We do not provide, and you should not construe this material as legal, tax or accounting advice. Nor should you construe this material as individual investment advice, because such advice is dependent on your specific investment objectives, financial situation, or particular needs The content of the SouthState Retirement Plan Services website is not directed toward or intended for individuals outside of the U.S. Click here for additional regulatory disclosures. PRIVACY POLICY

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