INFO :
Our offices will be closed on Wednesday, December 25 in observance of Christmas Day. Happy Holidays from the Fulton Family.RETIREMENT PLAN SERVICES
Simplify the administration of your retirement plan.
Offering retirement benefits for your employees doesn't need to be complicated. At Fulton Financial Advisors, we manage the retirement plan in-house, making it easy to choose, implement and maintain the right plan for you and your team. Because we don't outsource services, investment management, or record keeping, working with us is simpler. With a dedicated plan consultant, you'll be sure to get the one-on-one attention you deserve in order to make this important decision.
- Investment Management with a wide range of options
- Feasibility and plan design consulting
- Employee communication and investment education
- Legal and compliance reporting
- Complete account administration
- Online resources
- Customized plans
- 401(k) & Simple 401(k)
- IRA Plans
- Simplified Employee Pension - SEP
- Defined Benefit Plans
- Profit Sharing Plans
- Money Purchase Plans
Read our retirement plan services newsletter
Our FOCUS Bulletin helps you stay up to date with industry changes, retirement plan insights, legislative changes, and more.
Connect with Us
Let us help you move your business forward by providing valuable benefits to your employees. Use our contact form or call us to connect with a retirement specialist.
