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    Hearty congratulations to INTAC’s Bill Visco for fulfilling all the requirements to become an Enrolled Actuary. Max, Harry and Charles Rosenberg, and the whole INTAC family extend their sincere congratulations for this hard earned and well-deserved achievement! Click here to take a look at our recent press release on Bill’s impressive achievement! Follow this link to […]


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    A recent study, released by Kravitz’s 2014 National Cash Balance Research Report, highlights a 22% increase in new Cash Balance plans over the past year. This growth rate surpasses all other segments of the retirement plan market, including 401(k) plans. Presently 25% of all Defined Benefit plans, the increase of Cash Balance plans even surprised […]


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    The INTAC Insider is hard at work, even in the summertime, bringing you the latest news from the world of pension planning! Featured in this edition is the timely article, Ready or Not, Here it Comes…the PPA Plan Restatement, as well as a special look at all that is happening at INTAC’s offices. We hope you enjoy the […]


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    Retirement plans should provide financial security for the participant’s golden years rather than act as a back-up plan for the unexpected expense or indulging in the recent ”YOLO” (You Only Live Once) movement. According to the latest TIAA-CREF survey, nearly 29% of Americans who participate in an employer-sponsored retirement plan say they have taken out a […]


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    Congratulations to INTAC’s own Charles Rosenberg for receiving the 2014 Outstanding Volunteer Award by the National Institute of Pension Administrators. The INTAC team is proud to be led by Charles and extends its sincere congratulations for this special and exciting honor! Below is an expert from NIPA’s press release, please click here to view it in its […]


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    Spring is here and so is the INTAC Insider! Our featured news article is titled, The Continuing Evolution of the Safe Harbor 401(k) Plan. Throughout the year, the Insider brings you the most up-to-date happenings in the retirement planning industry, as well as a look at what goes on behind the scenes at INTAC’s offices. We […]


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    INTAC received the honor of placing in the top 100 Best Places to Work in New Jersey, in a recent awards hosted by the state’s weekly business journal, NJBIZ. Representatives from New Jersey’s top 100 businesses gathered in a festive atmosphere at the Hyatt Regency in New Brunswick to celebrate this distinction and receive their […]


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    A Fidelity Bond provides protection to a retirement plan against loss due to acts of fraud or dishonesty. Section 412 of ERISA established the requirement that the Plan Sponsor (normally the Employer) and anyone who has responsibility of handling plan assets shall be bonded. There are some exceptions to this requirement, such as a one-participant […]


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    intac_admin

    Knowing when and how to arrange for an audit of a plan’s financial statements is an important responsibility for plan sponsors. Though some sponsors see audits simply as a necessary expense, a good auditor can be a useful resource in helping to keep the plan “IRS ready” (i.e., compliant with plan provisions and applicable tax […]