Providing Your Clients With The Very Best
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 your small business in offering the very best retirement plan for you and your employees.
Life Inc., Retirement Services is your local retirement provider.
We provide customized, comprehensive, retirement solutions to companies and corporations of all sizes. We don’t stop there. We take it a step further by educating your employees on retirement benefits available to them and how to enroll. AS 401(K) advisors, we know the fiduciary responsibilities of a 401(K) 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
– Initial and ongoing plan design to maximize contributions
– Employer and Employee On-site Training and Education to increase employee engagement
– 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!
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!