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401(k) Podcast!
Grow your business and build wealth with a custom Retirement Plan Stack.
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FREE Consultation!
The Importance Of Plan Design
Create a custom design for your business.
Don’t settle for a one size fits all retirement plan. With the support of our experts, design a your Retirement Plan Stack that fits the goals of your business, not everyone elses.
Everything you need in one place.
Expertise & Guidance At Your Service
Opt for a retirement plan that's as unique as your business. With our expert guidance, craft a customized Retirement Plan Stack that aligns precisely with your company's objectives, not everyone else's.
What you can expect along the way.
Throughout the implementation process, your dedicated team of experts will guide you at each step.
1
Retirement Plan Design
You can expect a custom plan and implementation design built around your specific business goals.
2
Implementation Support
We’ll walk you through the steps it takes to implement your final retirement plan stack.
3
Enrollment & Funding
Your dedicated team will assist you in enrolling your employees and and start funding your retirement plan.
4
Dedicated Support
Ongoing support & plan design consultations from your dedicated support team.
Some Of Our Trusted Partners:
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FREE Consultation!
Who is
Life, Inc.
What's our role?
Life, Inc. functions as the principal retirement plan administrator, managing all aspects of compliance, filings, and administrative duties so you can focus on running your business. Our commitment to independence ensures flexibility in choosing platforms that best serve our clients' varying needs.
What makes us different?
We build all of our plans from scratch. Not all businesses are built the same, nor should your retirement plan. Our experts will help you design a plan that fits your needs, not everyone elses.
How does being independent help me?
Our autonomy is a key advantage for your business. Different record-keeping platforms cater to specific niches—some prefer larger assets, others focus on employee numbers, while others favor startups. Our independence means we can adapt as your business evolves, helping to manage and control costs effectively.
What types of businesses to you work with?
We serve a diverse range of businesses, from sole proprietors to medium sized enterprises with thousands of employees.
Our services are tailored to meet various needs, from business owners looking to maximize contributions and tax savings to companies aiming to enhance recruitment and retention with a robust plan. We're here to create a plan that aligns with your specific business objectives.
Life, Inc. Retirement Services does not offer tax advice. Please always consult your tax professional about your eligibility for tax credits.
Life, Inc. Retirement Services is a Registered Investment Advisory Firm of the state of Ohio and licensed in Florida and Maryland. All emails and communication are meant to be informative and educational and should not be considered a sale of security until proper notification and disclosures are given.