Business Retirement

Business retirement plans are a win-win for you and your employees. Whether you are a sole proprietorship, partnership or a corporation, Sandy Spring Wealth Management can help you implement the right retirement plan. If you already have a plan in place, we will give it a thorough review, to make sure it’s a good fit for you and your business.

An LPL Financial Advisor can 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 of your fiduciary responsibilities.

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

Securities and advisory services are offered through, and Financial Advisors and Consultants are registered with, LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Sandy Spring Wealth Management and Sandy Spring Bank are not registered broker/dealers and not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and /or transact securities business with residents of the following states: AR, AZ , CA, CO, CT, DC, DE, FL, GA, HI, IA, IN, LA, MA, MD, ME, MI, MN, MO, MT,NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV.

Get Started Today

Schedule a free, no-obligation consultation with us to review your financial needs. Complete the form below or call us at 800-770-5417.