Building Relationships with Recordkeepers
OUR GREATEST ASSET MAY BE OUR INDEPENDENCE.
As an independent business, INTAC does not sell investments. That means our services, from plan design and administration to consulting, are objective and designed specifically to meet the needs of each client we serve. In fact, our greatest asset may be our independence.
Because we are not owned by a bank, a mutual fund company or insurance company, we are free to work with investment professionals and recordkeeping platforms that deliver features and benefits that best align with the needs of our clients. INTAC works with industry partners that support a wide array of mutual funds, exchange traded funds (ETFs), investment models and self-directed brokerage accounts.
We’re proud of our 95% client retention rate that underscores our success in aligning clients with industry-leading platforms that meet their needs and reflects our commitment to delivering outstanding consulting and administration.
The regulations and operation of this product are so complicated that it is only something an expert in the area can totally understand. Hence the reason we hired INTAC. If Mr. Hershkowitz was not my consultant, I would not have a DB plan. He is an exceptional consultant – knowledgeable, direct, responsive, professional and ALWAYS helpful. The demands and requirements of this plan are so difficult to understand that but for Mr. Hershkowitz I would have closed the plan.
Larry, allow me to take this opportunity to add that I’m very impressed with your knowledge and your ease in communicating it, as well as your conscientious and prompt attention to our needs.
Kudos to Susan and Jodie for being patient with a difficult client (ME)! And cheers to INTAC.