All qualified retirement plans are required to undergo multiple tests every year. These tests are to ensure each plan is compliant with federal and state law. As plan administrators, we perform these tests for our clients. Below are eight of the most common annual...
Secure 2.0 Impact on Retirement Plans for 2024
Intac FuturePlan VP Charles Rosenberg and Compliance Manager Andrea Zimerman recently presented an informative webinar about changes to qualified retirement plans coming in 2024 and later. View the presentation to see what they covered and contact your Intac...
Evaluating the Transition: Is it Time for You to Convert from a SIMPLE IRA to a 401(k)?
Small business owners often start with a SIMPLE IRA to kickstart their retirement savings journey. However, as their businesses grow and they approach contribution limits, it becomes evident that they need a more robust retirement savings solution. In this article, we...
Changes to Form 5500 Audit Requirements Will Save Small Plans Time and Money
A revision regarding which qualified retirement plans need independent audits when filing Form 5500 takes effect this year. The update concerns how plan participants are counted and it determines what qualifies as…
CEFEX TPA Overview Value to Plan Sponsor
The very best tpa firms understand the importance of operating at the highest standard. Plan administration requires dedication to details, accuracy, and client satisfaction.
Team Leader Spotlight: Amanda Melissa Taylor, QKA®
Amanda Melissa Taylor joined Intac FuturePlan in January 2022 and leads a team responsible for retirement plan administration and consulting. She provides consultant training and is a valuable technical resource for everyone at Intac FuturePlan. The QKA after her name signifies that she is a qualified 401(k) administrator, a certification that connotes her advanced knowledge of retirement plan management, testing, and compliance.
Audrey Lafferty Promoted to Team Lead at Intac Actuarial Services, Inc.
Intac Actuarial Services, Inc., part of FuturePlan by Ascensus (INTAC), is pleased to announce that Audrey Lafferty has been promoted to retirement plan administration and consulting manager. Lafferty, who joined INTAC as a pension consultant in January 2020, is a specialist in traditional defined benefit and cash balance plans.
Name Change is on the Horizon: INTAC is Becoming FuturePlan
In July 2018, Intac Actuarial Services, Inc. became part of the FuturePlan by Ascensus family—a dynamic, national network of leading third-party administrators (TPAs) of qualified retirement plans. Since that time three years ago, we continued operating under the INTAC name, with the same and growing team of pension consultants, actuaries, and retirement plan experts our clients have relied on for the past 40+ years.
In Loving Memory of Our Founder, Max Rosenberg
May his memory be a blessing for all those who knew him.
Intac Actuarial Services, Inc. Receives Renewed CEFEX® Certification
Intac Actuarial Services, Inc., part of FuturePlan by Ascensus (INTAC), is pleased to announce that it has been certified for the seventh consecutive year by the Centre for Fiduciary Excellence, LLC (CEFEX) as adhering to the American Society of Pension Professionals & Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers.