Retirement Plan FOCUS Bulletin
Stay up-to-date with what is happening at Fulton Financial Advisors and throughout the industry. Updates are shared quarterly with insights about retirement planning, legislative changes, and more.
This issue covers information on our integration with JetPay, historical facts that may help participants feel less anxious during volatile markets, and 2019 contribution limits for retirement plans.
We’re pleased to announce our 360° integration with Paylocity (a national payroll provider) to automatically exchange critical data regarding your plan and essential payroll data. This issue also provides insights into ESG – environmental, social, and governance investing; plus how we’re assisting our clients with smarter ways to engage participants.
Get details on Data Loss Prevention Techniques – learn how to be more mindful and protective of sensitive data. When sending sensitive information, we recommend that you use our encrypted email system to protect the data and always remember "less is more".
This end-of-year issue covers the success of our first “Pre-Retirement Seminar” and our goal to provide these seminars throughout our 5-state footprint in 2019 for our clients and prospects. You’ll also learn how one of our system enhancements can help streamline the loan repayment process and how some Cybersecurity initiatives can adversely affect service levels.
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