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    As third-party administrators, ensuring that our clients’ retirement plans remain in compliance with ERISA (Employee Retirement Income Security Act) rules is crucial. INTAC’s experienced pension consultants accomplish this by performing 401(k) plan nondiscrimination tests, along with providing the other annual administrative services. As a plan sponsor, it’s important to understand what information goes into this […]


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    Take a look at our recent post in Hot Topics which charts and compares retirement plans for small business employers for the 2015 plan year. You may also just click on the following link to view the INTAC Retirement Plans Comparison Table now. As always, feel free to visit INTAC’s Reference Materials page for other helpful industry-related tools and information.


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    One of the questions asked on the 5500 filing is whether any prohibited transactions occurred during the plan year. We found a great article that explains in detail what prohibited transactions are, including their rules and exemptions, as well as defines plan fiduciaries. Follow the link below to read all about it! Memorandum on Prohibited Transactions


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    There are several components in determining the maximum allowable benefit and tax deductible contribution to a defined benefit plan, but the two main factors are age and earned income. For 2014, the maximum benefit is $17,500 monthly or $210,000 annually. To receive this benefit, the plan must accumulate about $2.5 million at the participant’s pre-determined […]


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    Here you have it – the fall edition of the INTAC Insider: Hardship Distributions from 401(k) Plans. This issue also provides the 2015 IRS limits based on the newly increased Cost of Living Adjustments, plus plenty of information on the latest industry happenings and a peak at what goes on behind the scenes here in our office! […]


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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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    intac_admin

    This just in…our latest edition of the INTAC Insider which features a very helpful set of guidelines, The Ultimate Plan Sponsor Checklist, for plan sponsors to use in developing good practices and avoiding unnecessary liability in the stewardship of their retirement plan. Plus find out all the happenings taking place here in our corporate office! […]


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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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    intac_admin

    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 […]