Charles Rosenberg joined INTAC, a family-owned firm, in 1994 as a pension consultant where he gained hands-on experience and invaluable perspective in the pension planning industry. Currently, as INTAC’s Vice President, Charles spearheads the firm’s pension sales and marketing programs.
An expert in retirement plan design, Charles is frequently called upon to lecture and lead industry forums on various Qualified Retirement Plan topics to accountants and financial advisors. He has been quoted as an authority in retirement plans on PlanSponsor.com, and in The Record as well as the Star Ledger – local area newspapers.
Charles directs the sales and marketing of INTAC’s services, while overseeing a staff of professional pension consultants and marketing personnel, leading his team’s collective drive towards excellence. He actively consults with clients and advisors on all forms of Defined Contribution and Defined Benefit Plans. His guidance and expertise have resulted in solidifying successful relationships among industry partners and plan sponsors. While ensuring the company’s superior standards of operations among its 4 locations nationwide, Charles also lends guidance to INTAC’s consultants during the plan design process. Under his forward-thinking leadership, INTAC continues to experience substantial growth in both client retention and the amount of new plans implemented.
Charles is a Certified Retirement Counselor and Administrator (CRC, CRA), and has attained the designation of an Accredited Investment Fiduciary (AIF). He actively serves as a committee member with various industry groups, such as NIPA, and sits on the TPA Advisory Boards for Nationwide, VOYA and Transamerica, and is also an avid supporter of many local community and charitable organizations. Charles was recently honored with the 2014 Outstanding Volunteer Award by NIPA for his contributions on a volunteer basis toward the organization.
Prior to joining INTAC, he was Vice President of Finance at Oxford Medical. Charles holds a Bachelor of Science degree in Accounting from Touro College in New York City.