Retirement Plan FOCUS Bulletin
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.
Our latest issue highlights a new benefit from our team. FFA now supports the ability of our clients to make employer contributions on behalf of 401(k) participants who are making contributions to student loans. Plus, we provide insights and tips on how to create a better plan by understanding the correct definition of compensation.
Our end-of-year issue covers a new investment option coming soon—the ability for Health Savings Account holders to invest a portion of their account balance into a variety of index-based mutual funds. You’ll also discover how to maintain a better plan through an accurate year-end census submission and show you the latest 2020 COLA changes for contribution limits.
Connect with a financial advisor
Contact a Financial Advisor and discover the solutions that are right for you and your future.
To Make An Appointment With A Fulton Financial Advisor