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Retirement Plan Services

Fulton Financial Advisors can offer efficient retirement benefit solutions customized to suit your business needs. If your organization already has an existing plan, or is considering starting a new plan, your Advisor can work with you to find the right plan to suit your business goals. Our comprehensive services include:

  • Investment Management with a wide range of options
  • Feasibility and plan design consulting
  • Employee communication and investment education
  • Participant recordkeeping
  • Legal and compliance reporting and testing
  • Complete account administration
  • Internet based account information access
  • Customized plans - 401(k), SEP, Defined Benefit Plans, Profit Sharing Plans, Money Purchase Plans, Simple 401(k) and IRA plans.

Retirement Plans Services are not affiliated with Raymond James Financial Services, Inc.

Fulton Financial Advisors operates through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation.

Securities and Insurance Products:
•Not FDIC-Insured •Not Insured by any Federal Government Agency
• No Financial Institution Guarantee •Subject to Risk •May Lose Value •Not a Deposit