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BUILDING RELATIONSHIPS WITH ADVISORS

To deliver effective retirement solutions, you need a partner whose business
is absolutely focused on the retirement plan business.

 

INTAC has the knowledge and experience to help you build your retirement plan practice. We believe that a true partner should be one that:

  • Is objective and trustworthy
  • Leaves you free to do what you do best - select and manage the best investments for each of your clients
  • Understands the critical role you play in your clients’ retirement plan success

INTAC is that partner.

Our advisor-centric, credentialed team of professionals can help design, administer and consult on a benefit plan tailored to each of your client’s objectives. We actively support an array of plan design choices to meet client retirement and tax savings goals including:

  • Large and small defined contribution plans for for-profit, non-profit and government organizations that include 401(k), 401(a), 401(b), 403(b) and 457 plans
  • Traditional defined benefit plans
  • Cash balance plans
  • Other hybrid cross-tested or age-based plans

We tailor each retirement plan program
to the specific needs and goals of each client

 

When you choose to partner with INTAC, you can rest assured that we tailor each retirement plan program to the specific needs and goals of each client. This optimizes the potential to establish high participation and contribution rates, high satisfaction levels, successful retirement outcomes and long-term business relationships.

Why you should work with a CEFEX designated TPA?

  • Charles, Just want to give a shout out to INTAC. I have a couple of cases/conversions that are a little complex. Jodie’s [Client Relations Manager] follow up with my client is fantastic. Bill Waller [Compliance Manager] has been extremely helpful with my other clients’ recent merger. All others have been wonderful too but just wanted to single them out.

    John J. Murphy, Partner, Private Advisor Group

  • Michele is amazing, a true asset to INTAC’s team. She is pleasant, knowledgeable and most of all very happy to help and gets the job done pronto and well! I have required her assistance on many occasions and she has come through on all levels every time. Feel free to spread the word, she deserves the recognition.

    Theresa

  • It is people like you that make the decision to do business with Intac an easy one for retirement plan advisors like myself. Thanks for doing such a fantastic job!

    Mark

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

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