Life, Inc. Tools
Not sure where to begin? These tools will help you take the next step in navigating the vast world of retirement plans.
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.
With A Proposal
The success of a business often hinges on the expertise and dedication of its key employees. These individuals are the backbone...
Employees are a company's most valuable resource. They are the ones who make things happen, and they deserve to be treated well....
American workers are set to be the key beneficiaries of the ongoing transformation of retirement savings plans, with small...