Life, Inc. for Advisors

Full service solutions for financial advisors and planners looking to add retirement plans to their practice.

Why Choose
Our Experts
About Us.

Our firm is dedicated to constructing individualized 401k plans that resonate with the specific ambitions of every business, enhancing tax efficiency and optimizing financial outcomes.

Collaborating closely with financial advisors, we ensure each retirement plan we administer upholds the highest standards of compliance while pursuing the greatest possible tax savings.

Our joint efforts aim to extend your professional offerings, supplying your clients with retirement strategies that are tailored to their business needs and geared towards long-term financial prosperity.

Why Financial Advisors partner with Life, Inc.

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Flexible support based on your business model.

We’ll adjust how we communicate and support your clients based on your business and service model. 

Expert plan design to maximize your client's contributions.

Lean on our plan design experts to help create a retirement plan that helps maximum contributions for your client and their employees.

Dedicated administrative support.

By working with a dedicated team, you can expect smooth communication and consistent results for your and your clients.

The Benefits of Independence

in your 401(k) Administrator

Lower Plan Costs

Record keepers have niche pricing.  Find the one that fits your client’s business.

Flexible Plan Design

Plans aren’t one-size fits all.  We want to grow with you and help your client pivot to a different platform when needed.

Investment Options

Personalize the plan to fit you and your client’s investment philosophy.

Expertise & Support

Your dedicated experts will help design your client’s plan with continued administration support for both you and your client.

Let’s Start

With A Phone Call

Plan types we offer.

Find the ideal fit for your clients with our flexible options, offering both group and individual 401k plans tailored to diverse business sizes and employee needs.

Group Retirement Plans

Our group plans offer a collaborative retirement solution to meet the collective needs of your client’s employees.

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Individual Retirement Plans

Our individual plan offerings are crafted to support business owners and solo entrepreneurs with customized retirement strategies.

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Some Of Our Trusted Partners:

Speak With A 401(k) Expert