Grow Your Business By Offering A Retirement Plan.

Life, Inc. Retirement Services is your bundled 401(k) 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

Z

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.

Z

Comprehensive

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

Z

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

Compliance

Administration

Advisory Services

Recent Blogs

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

What is a Mega Backdoor Roth 401k

What is a Mega Backdoor Roth 401k

Maybe you've heard of a mega backdoor Roth 401k already.  But, how do you navigate creating one as an employer with employees?  Read below as we answer the question, what is a mega backdoor Roth 401k, and how to navigate it as an employer. Saving for retirement is...

Should ESG Investments Be Included In A 401k?

Should ESG Investments Be Included In A 401k?

The topic of adding ESG investments inside of a 401k plans has been a popular topic as of late. On March 10, 2021, the U.S. Department of Labor announced its endorsement of two rules which had been on hold under the Trump administration. The first rule that will not...

Schedule Your Consultation and Start Saving Today!

Fill out the form below and a member of our team will contact you shortly.