Consulting & Administrative Services

The process of starting or maintaining a retirement plan can seem daunting with so many possible paths to take and features to consider. On top of that, the rules and regulations that govern these plans can be quite involved as can be the required documentation and process to demonstrate compliance. It helps to have the support of a truly expert team that can guide you every step of the way and ease the process to avoid unnecessary costs and complications.

While many providers can handle the paperwork, few dig deep enough to really understand your business. We leverage our deep experience and in-depth understanding of retirement plans to customize or modify a plan to fit your business, align with your corporate goals and deliver successful retirement outcomes for you and your employees.

Once your plan is established, we will assign a dedicated team of plan consultants to work with you. Your team will be as “hands-on” as you need them to be. Our consultants will simplify your workflow by managing the paperwork associated with your retirement plan. We pledge to deliver not only what is required, but also listen to what you need and want. You will benefit from the vast experience of our extensive roster of professionals who have administrative and practical expertise.

In addition to retirement plan operational reviews to both identify problem areas and recommend corrective action to help minimize what may be costly financial consequences…

INTAC’s list of consulting and administrative services includes, but is not limited to:

PLAN DESIGN ILLUSTRATIONS

PLAN DOCUMENT & SUMMARY PLAN

PLAN AMENDMENTS

DETERMINATION OF PLAN CONTRIBUTIONS

PLAN DISTRIBUTIONS

VALUATION REPORTS

EMPLOYEE STATEMENTS & COMMUNICATION

SUMMARY ANNUAL REPORTS

REQUIRED GOVERNMENT FILINGS

Consulting & Admin

Plans We Support

Client Testimonial

I have been a client of INTAC’s since 2008. David K. has been my main source of information during those years. I have nothing but sincere appreciation for his patience and dedication to his job. Any question asked is always totally answered and then explained again if I said I didn’t understand. ”Awesome attitude”, he knows his stuff, understands our plan and is always able to make me feel comfortable with whatever answers he gives me.

Leisa

Alison has been our consultant for many years and has always gone above and beyond in assisting us with anything we need. When she left her old company to join INTAC we immediately followed her. Alison is the reason we now use INTAC for our actuarial needs.

Jim

Larry F. has been the pension consultant on our plan for many years and I just want to let you know that he is not only a pleasure to work with but has been a valuable resource to our firm. Larry ensures that all of our filings are completed on time and he is very responsive to all of our retirement plan questions and needs. It is a comfort to know that we have an expert with longevity and expertise in this complicated business.

James

I am very pleased with the service I receive from INTAC. The client portal is user friendly. I would also like to let you know what a pleasure it is to work with Andrea. Not only is she extremely knowledgeable, but she provides us with the best customer service imaginable. She answers all of my questions in a timely fashion with patience and guidance. I find her to be very professional and have the utmost confidence in her. Sincerely, Marcie!

Marcie

I have many responsibilities in the firm, many filled with a great deal of pressure. However, I am always assured that at least those that have anything to do with Judy will always be done efficiently and in a timely manner. She is a very special person. I am sure that you already know what a valuable asset she is to your company. Sincerely, Irene.

Irene

Jim

Marcie