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RESOURCES

INTAC takes great pride in making the complex business of retirement plans easy for you. With tools such as calendars of important dates, contribution limitations and access to INTAC’s industry partners, we hope you will find our Resource Center most helpful.

ANNUAL LIMITS

ANNUAL LIMITS

Each year the IRS announces cost of living adjustments for qualified retirement plans and IRAs. INTAC is pleased to present these here. LEARN MORE >

COMPLIANCE CALENDARS

COMPLIANCE CALENDARS

The retirement plan deadlines that must be observed are increasingly complex. Please use these reminders and calendars to make this easier. LEARN MORE >

INDUSTRY PARTNERSHIPS

INDUSTRY PARTNERSHIPS

Please use this option to see a list of our Recordkeeping partners and to access their websites and plan sponsor login pages. LEARN MORE >

ROTH IRA CONVERSION CALCULATOR

ROTH IRA CONVERSION CALCULATOR

This Roth IRA Conversion Calculator estimates the change in total net-worth at retirement, if you convert your traditional IRA into a Roth IRA. LEARN MORE >

CONSULTATION REQUEST

CONSULTATION REQUEST

Please use this form to request a consultation with INTAC. We will contact you shortly after receipt. LEARN MORE >

WHO WE WORK WITH

WHO WE WORK WITH

INTAC works in collaboration with financial advisors, accountants, recordkeepers and payroll vendors including the firms shown here. LEARN MORE >

Commitment to Excellence

By providing superior customer service and personal attention

CLIENT TESTIMONIALS

  • Esther is awesome! She's always calm, unhurried, knowledgeable, pleasant, trustworthy, and yes, humorous. Pension planning is confusing to the average layman . Keep up your great work, Esther; it's a pleasure doing business with you!

    Fran
  • Andrea, just wanted to thank you for all that you’ve done for Gabby and me this year and over the years. Really, your knowledge and experience as a pension specialist are unparalleled.

    Jim
  • As we have successfully completed the migration of our 401(k) savings plan, I wanted to say thank you to everyone involved. Your support and expertise contributed to a smooth transition and a great sense of teamwork. Thanks again to all involved for your help over the last few months.

    Kerrie
  • When I send a request, I know I can expect an immediate response acknowledging my request and the item(s) requested within 24 business hours, even a reply once came after 10:00 at night. Additionally, when I ask for a request she understands what I am asking for, which is becoming more and more rare in the industry. My only regret with Jennifer is that she is not the TPA on all my jobs.

    Frank