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
For more information:
*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.
|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.