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

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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

Compliance

Administration

Advisory Services

Recent Blogs

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

Which One Is Best?  SEP IRA vs. Solo 401k

Which One Is Best? SEP IRA vs. Solo 401k

The number of self-employed Americans is rising by the day. According to Gallup, 30% of American workers were self-employed.  Being self-employed doesn't mean you'll fail to benefit from the tax benefits that formal employees get as conventional retirement plans....

401k 101:  What is a vesting schedule?

401k 101: What is a vesting schedule?

401k's are a great way for employees to save up for retirement, and part of being a successful business owner is to understand how they work.  One aspect of 401k's you should be familiar with is "vesting".  This article will give a brief outline of vesting and its...

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