Proposal Request



Great thank you… INTAC is a great organization to work with!


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...


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...


Deborah – I wanted to thank you for the excellent job you have been doing with our 401(k) clients over the past year. Your dedication to customer service and attention to detail is second to none in my 30 years of experience with TPA representatives.


I have enjoyed superior to superb customer service from Bill. Bill has been responsive, informed, engaged and a partner over the years. His advice and assistance have been invaluable.