Proposal Request


John J. Murphy, Partner, Private Advisor Group

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...


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!


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...