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We’re proud of the many relationships we’ve earned over the years.


We are committed to excellence in everything we do. That means when you work with us, you can expect superior customer service, complete accountability and personal attention. We’re proud that so many of our clients and partners include INTAC in their trusted circle of advisors. And we earn our seat at the table every day. As a full-service consulting and administration firm, INTAC is dedicated to ensuring - to the greatest extent possible - that we help our clients and industry partners meet their needs.

We build relationships by listening. Whether you’re a CPA, a recordkeeper or an investment advisor, we will work to achieve a full understanding of your unique challenges and specific needs - and then we’ll partner with you to find just the right solutions to help clients succeed.

We are experts in retirement plan matters and you can count on us to help you meet your regulatory obligations and stay abreast of changes in today’s ever-evolving retirement plan landscape. It’s all about helping to keep plan sponsors and participants on track.

Build Relationships with Plan Sponsors

Build Relationships with Recordkeepers

Build Relationships with Advisors