
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 simplify retirement benefits by managing your plan in-house—from setup to investment management and recordkeeping. No outsourcing, just dedicated, personalized support from a plan consultant to help you choose and maintain the right retirement plan for your team.
- 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
Areas of Expertise
- 401(k) & Simple
- 401(k) IRA Plans
- Simplified Employee Pension (SEP)
- Defined Benefit
- Plans Profit Sharing Plans
- Money Purchase Plans
Connect with Us today
Drive your business forward by delivering valuable employee benefits. Contact your local Financial Center Manager or fill out our form to get started!
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Education Center

Retirement Plans: Pros and Cons of Bundled vs. Unbundled Services
