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 important changes to our mutual fund scoring process for use in participant-directed 401(k) menus. Our experts also discuss three critical steps to improve participant account security, as well as a quick reference guide on how recent tax reform impacts retirement plans.
Get greater insight into all the features of our website and more with a new series of webinars that will be introduced in the near future. This issue also explores the benefits of automatic enrollment for your employees and provides an update on recent industry changes.
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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