Retirement Plan Services
You need a retirement plan that provides tangible benefits to your employees that’s cost-effective, efficient, and customized to fit your business needs. Our in-house comprehensive solution eliminates the need to coordinate between multiple providers and creates accountability and consistency for our clients.
Plan Consulting and Analysis
Facilitated by qualified specialists in plan design and through on-going governance and compliance monitoring, our process of Plan Consulting and Analysis provides ensures every aspect of your plan is structured to meet your unique priorities.
Fiduciary Risk Management
We support you in meeting your fiduciary responsibilities related to investment selection, fee transparency, and documented plan governance. We are able to act as both a 3(21) investment advisor and a 3(38) investment manager – focusing on reducing liability through an unbiased, disciplined, and documented due diligence process.
Employee engagement is vital to achieve retirement knowledge and readiness. Our solution includes quality, in-person enrollment meetings, effective internet tools and resources, and printed communications.
In-House Administration and Service Delivery
All aspects of your retirement plan are handled right here with our team of experts. This in-house model means we have direct control over fees and plan structure and have complete understand of your plan.
Dedicated Plan Consultant
You get a dedicated plan consultant – a responsive, single point of contact to help answer questions, resolve issues, and effectively manage all aspects of service.
- Legal and compliance reporting and testing
- Complete account administration
- Internet-based account information access
- Customized plans - 401(k), 403(b), SEP, Defined Benefit Plans, Profit Sharing Plans, Money Purchase Plans, Simple 401(k) and IRA plans
Retirement Plan FOCUS Bulletin.
Fulton Financial Advisor's quarterly newsletter with ideas, advice, and tools for retirement planning.
Make the move to Fulton.
The right products and services. Local decision making. And a dedicated Relationship Manager. All great reasons to make the move to Fulton Bank.