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.
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.
With a Simplified Employee Pension Individual Retirement Arrangement (SEP IRA), your business makes contributions to the employee’s account in this retirement plan.
Through a Savings Incentive Match Plan for Employees (SIMPLE), you match a percentage of your employees’ contributions or a percentage of employee salaries.
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.
This is just the beginning...
Once you've established your business with First United, you'll find that you can expand your financial picture with a suite of great add-ons and advisory services that will complement your new account and help you succeed!
Personal Checking Accounts for Business Owners & Employees
You may be so busy driving your business that you dismiss your personal finances, so we created this special package just for you. You and your employees deserve to be just as well provided for as your business. We can help. Call a member of our business relationship banking team to get started.
Cash Management Services
Business Loans & Lines of Credit
Investment Portfolio Review & Consultation
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.
Estate Planning & Will Reviews for Business Owners
Whether you are planning the future of your estate or helping to settle the estate of a friend or relative, our Wealth Advisors can assist you during this demanding and time-consuming process. Let us partner with you to provide financial, tax, legal and administrative expertise.
“Whether it’s getting a bank letter or a truck loan, it’s nice to go to someone you know who knows you, gives you what you need right now. In business we don’t have the time to ask everything and write everything down to your shoe size. You go in the same day or you call in, pick up the letter, it’s ready to go. You can’t do that at another bank.”