Start a Retirement Plan for Your Business Today!

Life, Inc. Retirement Services is your local retirement 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



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.



We specialize in comprehensive, high-quality  plan designs for better retirement savings.



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


Sole Practitioners

Financial Advisors

Our Services

Retirement Administration

Employee Education

Advisory Services

Recent Blogs

Retirement plans can be confusing- let us simplify it for you!

What Happens In A 401(k) Audit?

What Happens In A 401(k) Audit?

Yes, 401(k)s can be audited.  But, before you race to your file cabinet to find your records, let us explain what this means and we'll dive into what happens in a 401(k) audit. Federal law requires that 401(k)s and other types of retirement plans to be audited.  The...

How To Become An Absentee Owner

How To Become An Absentee Owner

"Let’s be honest.  If you’re a business owner, you’ve probably thought of how to become an absentee owner one day.   The notion that your company cannot operate without you forces you to assume a few mundane tasks from each department, and you become the...

What Is A Forfeiture Account?

What Is A Forfeiture Account?

If you make contributions to your employee's 401k plan, you may have built up amounts called forfeitures.   What is a forfeiture account?  A forfeiture is the non-vested portion of an employee's account balance.  For example, if an employee is 40% vested in your...

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