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BUILDING RELATIONSHIPS WITH RECORDKEEPERS

our greatest asset may be our independence.

As an independent business, INTAC does not sell investments. That means our services, from plan design and administration to consulting, are objective and designed specifically to meet the needs of each client we serve. In fact, our greatest asset may be our independence.

Because we are not owned by a bank, a mutual fund company or insurance company, we are free to work with investment professionals and recordkeeping platforms that deliver features and benefits that best align with the needs of our clients. INTAC works with industry partners that support a wide array of mutual funds, exchange traded funds (ETFs), investment models and self-directed brokerage accounts.

We’re proud of our 95% client retention rate that underscores our success in aligning clients with industry-leading platforms that meet their needs and reflects our commitment to delivering outstanding consulting and administration.

  • My pension consultant is Matthew. He is outstanding, extremely helpful and an asset to INTAC. Any time there are revisions, changes, tax filings and any updates regarding the plan, he notifies me right away and he explains to me in great detail. He is patient and is always a phone call away for any questions or problems that I may have regarding the plan. Thank you for having such a good employee to take care of my plan!

    Lori
  • I want you to know out of all my years working at Nationwide and working with well over 100 different administrators, yours has been by far the best. That is a testament to the staff you have hired, thank you!

    Scottie
    Nationwide Financial
  • Read what other clients have said about their experience with INTAC...

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Our Relationships Include:

American Funds

Mass Mutual

Ascensus

Nationwide Financial

Empower

Oppenheimer

Fidelity

Principal Financial Group

Guardian Retirement

Lincoln Financial

John Hancock

Voya

 

Transamerica Retirement Services

 

Build Relationships with Plan Sponsors

Build Relationships with Recordkeepers

Build Relationships with Advisors