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
Simple
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.
Comprehensive
We specialize in comprehensive, high-quality plan designs for better retirement savings.
Customized
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
Corporations
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?
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
"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?
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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