Grow Your Business By Offering A Retirement Plan.
Life, Inc. Retirement Services is your bundled 401(k) provider.
Your business is important to you. Your employees are important to you. When working with Life, Inc., you get to focus on what you do best: running your business.
We keep it simple while giving you a high level of transparency so you know you’ve made the best decision for your company.
Our local contacts will support you and your employees to create a retirement you can look forward to.
Why Choose Us
Simple
We know establishing and managing retirement plans can be complex and overwhelming, but we simplify the process to make it as seamless and easy for you.
Comprehensive
We specialize in comprehensive, high-quality plan designs for better retirement savings.
Customized
We provide an unparalleled personal experience, going above and beyond to make sure your specific needs are heard.
Who We Serve
At Life, Inc. Retirement Services, we serve a variety of different clients, but our customized solutions for each client can’t be topped. Whether you are a start-up, small business, corporation, solo practitioner, or financial advisor, we have a solution for you.
Small Businesses
Corporations
Sole Practitioners
Financial Advisors
Our Services
Compliance
Administration
Advisory Services
Recent Blogs
Retirement plans can be confusing- let us simplify it for you!
What Is An HCE And How Does It Affect Your 401k Plan?
Many employers offer 401k plans to their employees for varying reasons. However, the major incentive for starting one is the plan's tax deferral benefits, which allow high contribution limits. The current contribution limit for 2021 reaches up to $19,500 for employees...
Should ESG Investments Be Included In A 401k?
The topic of adding ESG investments inside of a 401k plans has been a popular topic as of late. On March 10, 2021, the U.S. Department of Labor announced its endorsement of two rules which had been on hold under the Trump administration. The first rule that will not...
Employer Tax Benefits of a 401k
The 401k plan is among the most popular employer-sponsored retirement benefits plans in the United States. Data indicates that there were approximately 600,000 401k plans in 2020, with about 60 million active contributors. In this article, we’ll discuss employer tax...
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