INTAC is an expert organization that designs and provides administration for more than 2,800 employer-sponsored retirement plans. We partner with investment and tax professionals to help sole proprietors to companies with thousands of employees optimize their benefit strategies.
As a business owner, you want to offer a compelling retirement plan benefit to attract and retain talented employees. Naturally, you also need to control costs and ensure that regulatory and fiduciary obligations are met. At INTAC, we consult with you to find the right solution based on your unique challenges and specific needs. We listen to you and then we deliver.
As a full-service consulting and administration firm, we work hard to ensure that – to the greatest extent possible – your needs, as well as the needs of your employees, will be completely satisfied. And no matter how big or small your plan, you automatically qualify for a host of benefits you won’t find with other third party administrators, including:
ACTUARIAL & DEFINED BENEFIT STRATEGY CONSULTING
Your plan will run smoothly if it receives the consistent attention of experienced actuaries and plan administration.
AUDIT SUPPORT
Our qualified consultants are prepared to provide you with the necessary support you need should you ever have an audit.
COMPLIANCE CONSULTING
For failed or narrowly passed tests to ensure plan designs meet the specific goals of our plan sponsors.
EFAST LIAISON SERVICES
Assistance for the online registration process and/or the signing of your 5500 Forms.
SECURE CLIENT PORTAL
Access to the INTAC Secure Client website for submitting plan data and viewing plan-related documents and information.
In addition to designing and administering new retirement plans, INTAC also provides assistance in analyzing and restructuring existing plans. An INTAC plan review can reveal opportunities for greater participation and savings.
INTAC is dedicated to client-focused procedures that help our staff effectively and efficiently manage your plan. Our top priority is keeping you satisfied with how we serve you and your plan’s needs. To us, it’s all about personal attention and learning what’s going on within each client’s organization. We are always working to ensure that each client’s plan meets their current needs, not just what they needed years ago when the plan was first created. We invite you to talk to us about your situation and needs.