JETRO + Life, Inc.

 Implementing a 401(k) or other retirement plan can be a tough decision.  That’s why we’ve partnered with Life, Inc. Retirement Services.

Our partnership allows us to take a hands on approach along side Life, Inc. to ensure your 401(k) is designed specifically for your business. 

Retirement Plan Options

Traditional 401K
  • Allows the owner to mold the plan around the goals of the company.
  • Can create your own matching and vesting schedule.
  • Multiple Investment Options.
  • Choice of Record Keeper.
  • Both Pre-tax and Roth options inside the plan.
  • Compliance and administration Support.

View the Quick Guide

Safe Harbor 401K
  • Allows the owner to maximize contributions without relying on high employee participation.
  • "Turn-key" matching and vesting options for easy compliance testing.
  • Multiple Investment Options.
  • Both Pre-tax and Roth Options inside the plan.
  • Choice of Record Keeper.
  • Compliance and adminstration Support

IMPORTANT DEADLINE: If you want to start a Safe Harbor 401(k)s before the end of the year, there is a deadline of October 1st.

View the Quick Guide

Simple IRA
  • "Turn-key" matching and vesting options.
  • Pre-tax contributions only.
  • Multiple Investment Options.
  • Your choice of employment qualification into the plan.
  • No administration costs.

IMPORTANT DEADLINE: If you want to start a Simple IRA before the end of the year, there is a deadline of October 1st.

View the Quick Guide

Individual 401K
  • Will allow the owner to contribute 100% of your income up to a certain point.
  • Allows the company to match your contribution.
  • Multiple Investment Options.
  • Choice of Pre-tax or Roth Contributions.
  • Compliance Support

View the Quick Guide

SEP IRA
  • Allows the owner to contribute up to 25% of your income.
  • All contributions are pre-tax.
  • Employee contributions are NOT allowed. (employer must do same amount of contribution as their own)
  • Multiple Investment Options.
  • Compliance Support

View the Quick Guide

Payroll Deducted IRA
  • Gives your company the feel of a retirement plan for your employees, even if you're not quite ready for a 401k.
  • Allows your employees to contribute towards retirement straight out of their paycheck.
  • Choice of Pre-tax or Roth contributions.
  • Matching contributions from the employer are not required.
  • Easy online portal for the employer to submit employee contributions.
  • No administration or compliance required.

View the Quick Guide

Not sure which plan is right for you?

Take our Retirement Plan Evaluator for guidance!

Benefits of Working with Life, Inc. Retirement Services

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Low Cost 401(k) Plans

We work specifically with small to medium businesses. We know that keeping costs low is important to you.

Your fees are fixed and we credit any “hidden fees” back to you.

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401(k) Experts

Our retirement plan experts give you proactive advice.

We guide you through the administration, compliance and investment management of your plan.

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Tax Advantages

When selecting the appropriate plan for your business, our experts look for all tax saving opportunities to optimize your savings.

Your company may qualify for $16,500 in tax savings!

Request A Call From One Of Our Experts!

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Reach Us

Headquarters

100 E. Campus View Blvd.
Suite #250
Columbus, OH 43235 

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