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Leadership

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LEADERSHIP

 
Charles Rosenberg
Charles Rosenberg / CRA, CRC, AIF

Vice President

Phone: 201-301-1030
Email: charles.rosenberg@futureplan.com

ABOUT CHARLES

Charles Rosenberg

Vice President

Charles Rosenberg

Charles directs the sales and marketing of Intac FuturePlan’s services, overseeing a staff of over 65 professional pension consultants and marketing personnel, and leading his team’s collective drive toward excellence. He actively consults with clients and advisors on all types of Defined Contribution and Defined Benefit Plans. His guidance and expertise have resulted in solidifying successful relationships among industry partners and plan sponsors. Charles also lends guidance to Intac FuturePlan’s consultants during the plan design process. Under his forward-thinking leadership, the company continues to experience substantial growth in both client retention and the number of new plans implemented.

Charles is a Certified Retirement Counselor and Administrator (CRC, CRA), and has attained the designation of an Accredited Investment Fiduciary (AIF). He actively serves as a committee member with various industry groups, such as NIPA, and sits on the TPA Advisory Boards for Nationwide and VOYA Financial. He is also an avid supporter of many local community and charitable organizations. Charles has been honored with the Outstanding Volunteer Award by NIPA for his contributions to the organization.

An expert in retirement plan design, Charles is frequently called upon to lecture and lead industry forums on various Qualified Retirement Plan topics to accountants and financial advisors. He has been quoted as an authority in retirement plans on PlanSponsor.com, in The Bergen Record, NJBiz, and the Star Ledger.

Prior to joining Intac FuturePlan, he was Vice President of Finance at Oxford Medical. Charles holds a BS in Accounting from Touro College in New York City.

Charles can be reached at 201-301-1030 or charles.rosenberg@futureplan.com

Charles directs the sales and marketing of Intac FuturePlan’s services, overseeing a staff of over 65 professional pension consultants and marketing personnel, and leading his team’s collective drive toward excellence. He actively consults with clients and advisors on all types of Defined Contribution and Defined Benefit Plans. His guidance and expertise have resulted in solidifying successful relationships among industry partners and plan sponsors. Charles also lends guidance to Intac FuturePlan’s consultants during the plan design process. Under his forward-thinking leadership, the company continues to experience substantial growth in both client retention and the number of new plans implemented.

Charles is a Certified Retirement Counselor and Administrator (CRC, CRA), and has attained the designation of an Accredited Investment Fiduciary (AIF). He actively serves as a committee member with various industry groups, such as NIPA, and sits on the TPA Advisory Boards for Nationwide and VOYA Financial. He is also an avid supporter of many local community and charitable organizations. Charles has been honored with the Outstanding Volunteer Award by NIPA for his contributions to the organization.

Audrey Lafferty
Audrey Lafferty / QKA, QPA

Retirement Plan Administration & Consulting Manager

Phone: 551-249-2732
Email: audrey.lafferty@futureplan.com

ABOUT AUDREY

Audrey Lafferty

Retirement Plan Administration & Consulting Manager

Audrey Lafferty

Audrey Lafferty joined INTAC as a pension consultant in January 2020, with over 25 years of industry experience. A specialist in defined benefit and combo-tested plans, she leads a team of consultants and actuaries who specialize in traditional defined benefit and cash balance plans. She is also INTAC’s defined benefit training coordinator, documenting internal processes and training/mentoring newer team members.

Enhancing her vast knowledge of the retirement plan industry is her understanding from both the service provider and plan sponsor perspectives. Before joining INTAC, Audrey worked at The Retirement Advantage as an actuarial analyst for defined benefit plans; and she was an HR manager, overseeing retirement benefits and payroll at Windstream Communications.

Audrey graduated from Central Penn College with a degree in business administration. She is also an ASPPA credentialed Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA). When she is not working, she enjoys traveling, spending time with her family, and kayaking and hiking.

Audrey can be reached at 551-249-2732 or audrey.lafferty@futureplan.com.

 
Ellen Pyle
Ellen Pyle / QKA

Retirement Plan Administration & Consulting Manager

Phone: 201-345-4677
Email: ellen.pyle@futureplan.com

ABOUT ELLEN

Ellen Pyle

Retirement Plan Administration & Consulting Manager

Ellen Pyle

Ellen Pyle, who has over 30 years’ experience in the pension industry, joined INTAC in January of 2008 as a pension consultant. In this role, she provides clients and advisors with consulting and administration to maximize plan benefits while maintaining compliance. She also leads a team of both defined benefit and defined contribution pension consultants with varied specialties.

Before joining INTAC, Ellen owned and operated a family-run pension TPA firm with offices in New York and New Jersey. She was a 2018 Cornerstone Award nominee in recognition of her contributions to our team and clients.

Ellen graduated from SUNY Binghamton with a BA in English and earned her MA in Teaching at Fairleigh Dickinson University. In her free time, she enjoys theater, traveling, hiking, time with family, and community outreach.

Ellen can be reached at 201-345-4677 or ellen.pyle@futureplan.com.

 
Amanda Melissa Taylor
Amanda Melissa Taylor / QKA

Retirement Plan Administrator & Consulting Manager

Phone: 201-345-6696
Email: amanda.taylor@futureplan.com

ABOUT Amanda

Amanda Melissa Taylor

Retirement Plan Administrator & Consulting Manager

Amanda Melissa Taylor

Amanda, who has over 16 years of experience in the industry, joined the Intac FuturePlan team in January 2022 as a manager. She specializes in administering various size plans and provides consulting services to our clients. In addition, she leads a team of consultants who work remotely.

Amanda graduated from Niagara University with a BBA in Accounting. When she is not working, she enjoys singing, reading, spending time with her family, and volunteering in the community.

Amanda can be reached at 201-345-6696 or amanda.taylor@futureplan.com.

 
Danielle Aigotti
Danielle Aigotti

Distribution Manager

Phone: 201-301-1036
Email: danielle.aigotti@futureplan.com

ABOUT DANIELLE

Danielle Aigotti

Distribution Manager

Danielle Aigotti

Danielle Aigotti joined INTAC’s distribution team in January 2002 and today, oversees a team of associates who handle withdrawals, loans and plan terminations.

During her time at INTAC she attended and completed many leadership and industry trainings which has enhanced her skills as a supervisor who guides her team toward greater performance.

Danielle attended Berkeley College in Paramus, New Jersey. Outside of work, she enjoys playing tennis, tending to her home garden, and traveling.

Danielle can be reached at 201-301-1036 or danielle.aigotti@futureplan.com.

 
Christina Leighton
Christina Leighton

Plan Sales & Implementation Manager

Phone: 201-301-1044
Email: christina.leighton@futureplan.com

ABOUT CHRISTINA

Christina Leighton

Plan Sales & Implementation Manager

Christina Leighton

Christina Leighton joined INTAC as a sales coordinator in November of 2013. She guides financial advisors and CPAs through the sales and implementation process, which in turn helps them to grow their retirement business. Christina also supports INTAC’s business development efforts and leads the Sales, Marketing and New Business teams.

Christina received her BS in Finance from Bryant College. Upon graduating, she completed a two-year audit training program while living and working in the UK and Australia. Christina is a member of the Women in Pensions Network. When she is not busy at work, Christina enjoys cooking, traveling and running.

Christina can be reached at: 201-301-1044 or christina.leighton@futureplan.com

 
Deborah Miller
Deborah Miller / QKA

Director, Operations

Phone: 201-345-6485
Email: deborah.miller@futureplan.com

ABOUT DEBORAH

Deborah Miller

Director, Operations

Deborah Miller

Deborah has over 20 years of experience as an Intac retirement plan consultant specializing in administering various size plans. She ensures all processes align with Intac FuturePlan goals, objectives and client service philosophy. Additionally, she leads the consulting managers and a team that supports the company’s processes, procedures, and projects.

Deborah was a 2018 & 2020 nominee for the Ascensus Cornerstone Award, which recognizes employees who exemplify our core values and philosophy: people matter, quality first, and integrity.

She graduated from Villanova University with a BS in Accounting and a minor in Economics. When she is not working, she enjoys travel, spending time with her family at the lake, and running half marathons.

Deborah can be reached at 201-345-6485 or deborah.miller@futureplan.com.

 

CLIENT TESTIMONIALS

  • Charles and INTAC Team!!! We all wanted to thank you for always providing exceptional service and care to our clients. You have done an excellent job over the past years and we truly appreciate your professionalism and partnership. Your dedication to customer service and attention to detail is second to none in our years of experience with Third Party Administrator representatives. I know that we all agree it is people like you that make the decision to do business with INTAC an easy one for retirement plan advisors like our team here at G…

    Very best regards, Todd

  • INTAC is the best TPA I have worked with.

    Jon (Financial Advisor)

  • Jodie, Thanks again for the call today and for your swift responses to all of our requests. I very much appreciate your assistance and having a second set of eyes on these administrative items.

    Joel (Financial Advisor)

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

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