Life, Inc. Retirement Services is your local retirement provider.
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 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.
Who We Serve
At Life, Inc. Retirement Services, we serve a variety of different clients, but our customized solutions for each client can’t be topped. Whether you are a start-up, small business, corporation, solo practitioner, or financial advisor, we have a solution for you.
Retirement plans can be confusing- let us simplify it for you!
Determining if you have highly compensated employees (HCEs) isn't hard. The Internal Revenue Service (IRS) is clear on who qualifies as an HCE. An HCE is an individual who: Owned more than 5% interest in the business during the current or preceding tax year.Received...read more
You'd like to offer some type of retirement plan. You've looked at several options including a 401(k) plan. You just aren't sure which option to choose. Have you considered a payroll deduction IRA or a Simple IRA? Payroll Deduction IRA This IRA is the...read more
Small business owners may think that a 401(k) retirement plan is too complex to implement and too costly to maintain. But offering a retirement plan is crucial to attracting and retaining employees. Nearly 51% of employees joined their current company because of the...read more