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!
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...
"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...
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...