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 Wealth Management 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, and others.

An LPL Financial Advisor at Sandy Spring Wealth Management 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:


Sandy Spring Wealth Management

*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*

Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and 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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