Business retirement plans are a win-win for you and your employees. Whether you have 1 employee or 1,000, whether you're a sole proprietorship, a partnership or a corporation, we have a retirement plan to help you meet your organization's needs.

Whether you're a sole proprietorship, partnership or a corporation, Sandy Spring Investment Services will help you implement the right retirement plan. And, if you already have a plan in place, we'll give it a thorough review, to make sure it's a good fit for you and your business.

Talk to a LPL Financial Advisor to help you choose the right plan, from a Corporate 401(k), Individual 401(k), Profit Sharing Plan, SIMPLE, SEP, Money Purchase Plan, and others. View a chart comparing Simple SEP, Profit Sharing and Money Purchase Plans.

An LPL Financial Advisor at Sandy Spring Investment Services will help:

  • Customize a plan to fit your needs and budget.
  • Provide advice and guidance from plan development to contribution investment options.
  • Conduct employee meetings at least annually.
  • Help select a variety of investment options.
  • Provide resources for optional record keeping, and government reporting as required and review your fiduciary responsibilities.

 

For more information:

*This information has been prepared from sources we believe to be reliable.  These tables should be used for informational purposes only, and should not be construed as legal or tax advice.


Sandy Spring Investment Services
*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*
Securities and insurance products are offered through,
and Financial Advisors are registered with, LPL Financial and its affiliates,
member FINRA / SIPC. Sandy Spring Investment Services
is not a broker/dealer and is not affiliated with LPL Financial.
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This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 

 

 

 

 

 

 

 

 

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