Retirement Plans & Executive Compensation

Qualified Retirement Plans

From a growing start-up business to an established public company – whatever your needs, Dynasty Advisors can help you design retirement benefits plans that meet compliance regulations, provide for the long-term security of your employees, and maximize 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 ensures 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

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 financial 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.