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!

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.