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How We Serve

INTAC is an expert organization that designs and provides administration for more than 2,800 employer-sponsored retirement plans. We partner with investment and tax professionals to help sole proprietors to companies with thousands of employees optimize their benefit strategies.

Our commitment to excellence, superior customer service, and personal attention are the reasons behind both our consistently growing list of satisfied clients and our client retention rate that exceeds 95%.

As a business owner, you want to offer a compelling retirement plan benefit to attract and retain talented employees. Naturally, you also need to control costs and ensure that regulatory and fiduciary obligations are met. At INTAC, we consult with you to find the right solution based on your unique challenges and specific needs. We listen to you and then we deliver.

As a full-service consulting and administration firm, we work hard to ensure that – to the greatest extent possible – your needs, as well as the needs of your employees, will be completely satisfied. And no matter how big or small your plan, you automatically qualify for a host of benefits you won’t find with other third party administrators, including:

Actuarial & Defined Benefit Strategy Consulting

Your plan will run smoothly if it receives the consistent attention of experienced actuaries and plan administration.

Audit Support

Our qualified consultants are prepared to provide you with the necessary support you need should you ever have an audit.

Compliance Consulting

For failed or narrowly passed tests to ensure plan designs meet the specific goals of our plan sponsors.

EFast Liason Services

Assistance for the online registration process and/or the signing of your 5500 Forms.

Secure Client Portal

Access to the INTAC Secure Client website for submitting plan data and viewing plan-related documents and information.

In addition to designing and administering new retirement plans, INTAC also provides assistance in analyzing and restructuring existing plans. An INTAC plan review can reveal opportunities for greater participation and savings.

INTAC is dedicated to client-focused procedures that help our staff effectively and efficiently manage your plan. Our top priority is keeping you satisfied with how we serve you and your plan’s needs. To us, it’s all about personal attention and learning what’s going on within each client’s organization. We are always working to ensure that each client’s plan meets their current needs, not just what they needed years ago when the plan was first created. We invite you to talk to us about your situation and needs.

Client Testimonial

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 today to let me know that the withdrawal was being processed and should go out today. I know that will help put our employee’s mind at ease in her time of need. I just want to make sure that employees who go that extra mile are recognized and know that their work is appreciated.


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 having to worry or follow up. They make things easy. We appreciate all they do.


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 it easier to understand.


Client Focused

Dedicated to developing procedures to effectively and efficiently manage your plan