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Intac FuturePlan Receives Renewed CEFEX® Certification


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Intac FuturePlan Receives Renewed CEFEX® Certification

Retirement Third-Party Administrator Certified for Adherence to Retirement Industry Best Practices for Seventh Consecutive Year

Intac Actuarial Services, Inc., part of FuturePlan by Ascensus (Intac FuturePlan) is pleased to announce that it has been certified for the ninth consecutive year by the Centre for Fiduciary Excellence, LLC (CEFEX) as adhering to the American Society of Pension Professionals & Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers. Intac FuturePlan provides third-party administration for 401(k), profit sharing, money purchase, 457(b), 403(b), cash balance and defined benefit plans, as well as plan design, implementation and consulting services to plan sponsors and advisors.

The ASPPA Standard of Practice describes how a service provider of any size or type can help plan sponsors fulfill their fiduciary obligations. CEFEX uses two classifications: in-house recordkeeping services and third-party administration services. The Standard includes best practices for governance, organization, human resources, operations, planning, systems, and disclosure as defined by a cross-industry task force. The annual certification process involves a detailed assessment of operational data and procedures, followed by on-site interviews with key personnel.

“All of us at Intac FuturePlan take great pride in this CEFEX certification renewal, which reflects our firm’s commitment to exceptional service and support to our clients nationwide,” said Vice President Charles Rosenberg. “Our pension consultants, actuaries and plan administrators work hard to uphold the high standards set by CEFEX and continually meet the rigorous requirements of certification.” 

Intac FuturePlan was the first third-party administrator in the state of New Jersey to earn this designation in 2013. Maintaining certification requires a continued adherence to the industry’s best practices and is verified through the organization’s annual renewal assessment, which evaluates operational data and procedures and includes onsite interviews with key personnel. The firm is registered at Its certificate can be viewed at this site, as can a summary of the Standard.

Learn more about Intac FuturePlan at For information on the CEFEX certification program and the Standard of Practice, visit; information about ASPPA is at