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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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    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 […]



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    Here is the latest edition of the INTAC Insider: Boomerang Employees – Rehires and Retirement Plans. Every other month, the Insider brings you the latest industry news and trends taking place in the retirement planning world. We also give you a glance at what is happening behind the scenes at here at INTAC. To view the […]


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    Nobody’s perfect. But in the world of retirement planning, compliance rules and regulations, the IRS will surely make you accountable for your imperfections. In the article below, we found a prime example of how important it is to keep an eagle’s eye on the letter of the tax law pertaining to IRA rollovers. Where there are […]