Proposal Request


Your Trusted Partner

To deliver high quality retirement solutions, you need a partner whose true focus is the retirement business, not a service within an investment or insurance offering. You need a partner who is objective, trustworthy and who understands the critical role they play in helping you build a successful retirement plan solution for your business and your employees. INTAC is that partner.

1. INTAC  clients and relationship partners include us in their trusted circle of advisors because of our expertise in innovative plan design, exceptional customer service, and guaranteed accountability. We'll work to understand your unique goals and needs, evaluate options, and help determine the best path toward retirement success and security. 2. We know it's not a one-size-fits-all world when it comes to retirement plans. You can count on our expertise to design and implement a plan that best suits your retirement and tax savings goals. 3. Experience has taught us that educated participants have more successful retirement outcomes and we will work with you to make sure your employees are on a path that is attainable, realistic, and personal. 4. Excellent support matters. Our knowledgeable pension consultants ensure that our clients get the answers they need — often on the first call and always within one business day — to make important business decisions about their plans. 5. INTAC's commitment to your privacy is of paramount importance. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust.

Client Testimonial

In the race to appear relevant and cutting edge, many firms I deal with are rushing on to the next best thing – they are on LinkedIn, Facebook, Instagram, etc. All of that is important but hard to keep up with from a customer’s point of view. INTAC has managed to keep ahead of the curve but has not gone over the edge.


I had a client who needed to take a loan on his 401k and it had a couple of speed bumps. I called Bill W. to ask who I speak with to start the process, and he said he’d do it himself. Bill was back to me within a few hours with the answers. Michele sent me the loan application needed the same day, and Judy emailed me first thing the next morning with info on amending the Plan Document to allow for more than one loan. Michelle walked us through and processed the loan app. The entire process took less than 24 hours. Everybody complains when things don’t go right; nobody ever bothers to say thank you when they do. Charles, THANK YOU, your people were terrific. They took a client in severe distress and helped ease his problem in less than a day. Really great customer service.


Relationships Built On Communication

You can count on us to stay in touch, to listen, and to understand your goals