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.
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.
Retirement plans can be confusing- let us simplify it for you!
If your business is not offering a retirement plan, you're missing out on a lot of benefits. It's not only suitable for your employees but also for you as a business owner. You might be reluctant to offer a 401k plan due to concerns on issues related to...
The most heavily scrutinized fiduciary duty of a plan sponsor is its role as an Investment Steward, which also extends to members of the plan’s investment committee, trustees, and anyone else who is involved in the oversight of investment decisions for the plan....
For many small businesses comprised of one or several highly compensated employees and a few non-highly compensated employees, the Safe Harbor 401k plan may be the best option if maximizing contributions is a primary objective. Safe harbor plans effectively remove the...