Business Retirement Plans & Planning
By providing your employees with a solid retirement savings option, you show them that you care–not just about the work they do, but also about their personal lives and their long term goals. First United makes it easy to provide this valuable benefit.
401(k)s
Give employees the opportunity to plan and save for a better retirement with optional contributions from your business or organization to help their savings grow faster.
SEPs
With a Simplified Employee Pension Individual Retirement Arrangement (SEP IRA), your business makes contributions to the employee’s account in this retirement plan.
SIMPLEs
Through a Savings Incentive Match Plan for Employees (SIMPLE), you match a percentage of your employees’ contributions or a percentage of employee salaries.
Retirement Planning
Our Wealth Advisors can also provide retirement plans for your employees, helping them secure their future. We can assist plan sponsors as consultants or as brokers
Need more support?
Our advisors are here to help you, answer your questions or schedule a free consultation.
“My bank means professionalism. It means the personalized touch that you get. I have a contact person that I can call, they understand all of my accounts. I get help ASAP which as a business person you have to have.”
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Our team of dedicated Wealth Advisors is readily available to offer support and assist in meeting your business and personal needs. Unleash your full potential with First United.
Disclosures
First United Wealth Management products and services: i) are not deposits or other obligations of, nor are they guaranteed by, First United Bank & Trust or it’s affiliates, ii) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United State or by First United Bank & Trust or it’s affiliates; and iii) are subject to investment risks, including the possible loss of value.