Proposal Request



Jodie and Susan have been nothing but pure professionals. We recently made a decision to move our funds, but yet made the important decision to stay with INTAC as our TPA, based solely and due to the Team assigned to us by INTAC.


I just wanted to drop a quick note to share my experience with one of your consultants – Lisa. Lisa is very understanding and takes time to explain any questions or concerns I have with my pension plans. Pension planning can be daunting and confusing – Lisa helps make...


I just wanted to say thanks for all the great work Andrea and Bill W. at INTAC do for us managing our plan. They proactively manage our plan and provide us with timely and helpful information. Best of all, they do all this quietly; getting things done without us...


One of our employees needed a hardship withdrawal. I called Matthew, our INTAC rep, but found out he was away from the office. He left Danielle’s name as a contact. I called her and she said that she would look into this and get back to me. I received a follow up call...