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

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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.

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Comprehensive

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

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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 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...

5 Unique and Creative Employee Benefits

5 Unique and Creative Employee Benefits

For most people, landing a new job is not just about how much money they're going to make, but about the employee benefits they'll receive.  According to research from Glassdoor, 57% of people said benefits and perks are among their top considerations before they...

Tax Credits for 401ks for Small Business Owners

Tax Credits for 401ks for Small Business Owners

A lot has changed in the last few months for small businesses, but one of the positive changes we've seen comes from the SECURE Act. Previously, employers who had implemented a 401(k) plan for their company received a flat $500 tax-credit, which wasn't enough of an...

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