Retirement Plans & Executive Compensation

Qualified Retirement Plans

From a growing start-up business to an established public company – whatever your needs, the advisors at Dynasty Advisors can help you design retirement benefits plans that meet compliance regulations, help provide for the long-term security of your employees, and increase your return on investment. We can assist in structuring a retirement package that meets all of these objectives, by providing you a wide range of investment options with competitive plan fees. Our professional and unbiased advice help ensure that your interests are best served.

      Retirement Plan Solutions 

  • Plan Design
  • Investment Policy Statement
  • Qualified Plan Review
  • 401(k) Plans
  • Individual 401(k) and Keogh Plans
  • Profit Sharing Plans
  • SIMPLE IRAs
  • SEP IRAs
  • Defined Benefit Plans
  • Cash Balance Plans
  • 403(b) Plans
  • ESOP - Employee Stock Ownership Plans
  • The Dynasty 401k Outreach Program (click here for details)

 

Click here for our retirement plan services brochure

 

Executive Compensation

Top executives. Talented key employees. Sales leaders. These high-impact employees significantly influence the success and growth of your business, and provide your company the competitive edge to reach your corporate goals. Tailoring the right executive benefit program can be the means to attract the best employees, maintain their motivation and engender their loyalty.

Our advisors can pull together the necessary resources to design non-qualified benefit programs for your executives to help your company hire and keep the best employees, in a way that is not only cost-efficient, but tied to your company’s strategic goals and corporate vision.

     Executive Compensation Solutions

  • Non-qualified Defined Benefit Plans
  • Non-qualified "Excess" Plans
  • Performance Unit Plans
  • Phantom Stock Plans
  • Bonus Plans
  • Life Insurance - Key Person, Split Dollar, Section 162
  • Executive Benefit Carve-Out Plans
  • Executive Retirement Plans for Tax-Exempt Organization
     

 *Advisory Disclosure: Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate Securities America Advisors, Inc. advisory services agreement and Disclosure Brochure (Form ADV Part II), as provided.