Proposal Request


Jodie, having an “INTAC Client Relationship Manager” (CRM) assigned to us and this level of contact in the future is terrific. I have worked for Donjon Marine for almost 13 years, and in that time we have had three TPA’s. One was really poor, one was outstanding, and so far INTAC is approaching the outstanding level of responsiveness and performance for us. Nat Coraci, Danielle Aigotti, and Jacqueline Bouchard are the INTAC folks we work with most consistently, and all of them are very hard working, conscientious, and just plain NICE. They are easy to work with, and do a great job for us. Donjon Marine is a family-owned business, and while we value the typical corporate definitions of success and progress, we also like to think of ourselves as living more “at home” ideals like fairness, accountability, honesty, responsibility, and willingness to help. We can always pick out those ideals in our employees, vendors, and suppliers, and your crew is part of our family in that regard. This is particularly important in how we see a retirement program should be run. INTAC was recommended to us as the TPA when we were considering moving our 401k platform to Empower, by both our lead investment advisor and our outside CPA’s. It is nice to know now, after about a year and a half of actual experience, that their recommendations were well-founded!