Providing Your Clients With The Very Best

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 when 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. 

Life, Inc. is your local retirement plan provider.   

As 401(k) advisors, we know the fiduciary responsibilities of a 401k plan sponsor can be overwhelming. That is why we’re here to simplify the process for you and your clients! Here are some of the services we offer:

– ERISA 3(21) Fiduciary Protection or Optional 3(38) Fiduciary Protection

– Employer and Employee On-Site Training and Education to increase employee engagement

– Initial and ongoing plan design to maximize contributions

– Investment Policy Statement Development and Management

– Quarterly Fiduciary Investment Monitoring

 

Low Cost 401(K) Plans

We work specifically with small to medium businesses. We know that keeping costs low is important to you. Your fees are fixed and we credit any “hidden fees” back to you.

Local 401(K) Providers

When you have a question regarding your retirement plan, your point of contact is local. That means we will be available to promptly address your questions and provide you with proactive solutions. Don’t mess with call centers!

Tax Advantages

When selecting the appropriate plan for your business, our experts look for all tax saving opportunities to optimize your savings. Your company may qualify for $1,500 in tax savings!

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 as we can 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.

Schedule Your Consultation & Start Saving Today

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