Build A Custom 401(k) For Your Business.
Each business is unique, and so should be its retirement plan. Customize your ideal retirement plan with Life, Inc. Retirement Services for a tailored fit.
In Partnership with:
Everything you need in one place.
Expertise & Guidance At Your Service
Opt for a retirement plan that's as unique as your business. With our expert guidance, craft a customized Retirement Plan Stack that aligns precisely with your company's objectives, not everyone else's.
Let’s Start
With A Proposal
Do you qualify for tax credits?
The SECURE 2.0 Act that passed in late 2023, offers a substantial amount of tax credits for new plans starting in 2023.
See if you qualify, and for how much instantly.
Which plan is best for you?
Need help navigating which plan is best for you and your business?
Instantly see which plans make the most sense for you and your business.
A solution for every business.
Find the ideal fit for your clients with our flexible options, offering both group and individual 401k plans tailored to diverse business sizes and employee needs.
Group Retirement Plans
Our group plans offer a collaborative retirement solution to meet the collective needs of your client’s employees.
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Individual Retirement Plans
Our individual plan offerings are crafted to support business owners and solo entrepreneurs with customized retirement strategies.
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Let’s Start
With A Proposal
Some Of Our Trusted Partners:
Who is
Life, Inc.
What's our role?
Life, Inc. functions as the principal retirement plan administrator, managing all aspects of compliance, filings, and administrative duties so you can focus on running your business. Our commitment to independence ensures flexibility in choosing platforms that best serve our clients' varying needs.
What makes us different?
We build all of our plans from scratch. Not all businesses are built the same, nor should your retirement plan. Our experts will help you design a plan that fits your needs, not everyone elses.
How does being independent help me?
Our autonomy is a key advantage for your business. Different record-keeping platforms cater to specific niches—some prefer larger assets, others focus on employee numbers, while others favor startups. Our independence means we can adapt as your business evolves, helping to manage and control costs effectively.
What types of businesses to you work with?
We serve a diverse range of businesses, from sole proprietors to medium sized enterprises with thousands of employees.
Our services are tailored to meet various needs, from business owners looking to maximize contributions and tax savings to companies aiming to enhance recruitment and retention with a robust plan. We're here to create a plan that aligns with your specific business objectives.
Speak With A 401(k) Expert
Life, Inc. Retirement Services does not offer tax advice. Please always consult your tax professional about your eligibility for tax credits.
At Life, Inc. Retirement Services, we believe in transparency. We believe in simplicity. We believe relationships matter. That is why we provide you with a local contact that manages your account from A-Z. It’s also why we want to support employers in offering the very best retirement plans for their employees.