INTAC would like to share some tidbits of actual letters sent to us by our clients…

Charles – I wanted to take a quick minute to thank you for the opportunity to work with your office. I can honestly say it’s really bitter sweet taking on this new opportunity (with Nationwide). I’m excited to move on, but it’s hard to let go of the relationship I’ve had with your office. I want you to know out of all my years working at Nationwide and working with well over 100 different administrators, yours has been by far the best. That is a testament to the staff you have hired. Everyone cares about what they do and it’s reflected on a daily basis with my interaction with them. Dina, Jodie, Marcia, Noelle, Vijay, Sue B., and Barbara are mainly who I work with and they are all GREAT people that I will miss very much.

Thank you! Scottie (Nationwide Financial)

Matthew is an outstanding employee! Pleasure to work with. If I need help he is very accommodating! Also Jodi is an asset to your company. Very pleased with your staff, can’t give you advice on how to improve your services when they are already outstanding! You should commend your employees; I am one of their greatest fans!

Sincerely, Lori

I realize that goals are important as is continual improvement – especially in client service. I have no ideas about what you could work on in 2014 except to say keep up the “thoughtful” good work. The reason I use the word “thoughtful” is that in the race to appear relevant and cutting edge, many firms I deal with are rushing on to the next best thing – they are on LinkedIn, Facebook, Instagram, etc. All of that is important but hard to keep up with from a customer’s point of view. INTAC has managed to keep ahead of the curve but has not gone over the edge so to speak!

Updates and improvements only work if your client base can keep up with your developments and utilize the tools. INTAC has achieved this in my opinion and should keep up the good work. By the way, Susan M. is wonderful, Danielle is terrific and Barbara just fits the mold for your customer service model.

Thanks, Betsy

Jodie and Susan have been nothing but pure professionals. We recently made a decision to move our funds, but yet made the important decision to stay with Intac as our TPA, based solely and due to the Team assigned to us by INTAC.

Kudos to Susan and Jodie for being patient with a difficult client (ME)!
And cheers to INTAC – A.F.M

I am extremely happy with every service your firm provides.


Maggie – Thank you so much for taking such good care of me!

Best, Eleana

David H – Excellent overview for me as a layman here.

Kind regards and thanks. Dr R

I just wanted to say thanks for all the great work Andrea and Bill W. at INTAC do for us managing our plan. They are both always pleasant, helpful and very responsive whenever we have any questions or need something done. They proactively manage our plan and provide us with timely and helpful information. Best of all, they do all this quietly; getting things done without us having to worry or follow up. They make things easy. We appreciate all they do.


Charles – 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.


Deborah – I really appreciate all of your input on the issues. It is really comforting to know that I (we) can come to you and Intac.

Thank you very much. John

Dina – Has anyone told you that you are the best today?

Thank you, Bob

Heide was very helpful and professional in handholding me through the process.


Danielle – I cannot THANK YOU enough for expediting that SO quickly! There is no doubt that running a “small” business in this business environment is one of the hardest things I have done in my life. I cannot thank you enough for being as professional and courteous as you are. Although I knew working with Intac was going to be the right move for us. You and many of your co-workers have given me the nothing but the best customer service we can possibly ask for!

Thank You again! Ceil

Charles – Thanks very much for ordering a perfect day for this event! I met a lot of nice folks that are existing customers and many prospective customers. I look forward to sponsoring future events! By the way…you’ve got a real gem in Maggie. She is super responsive and a pleasure to work with. A rare find!

Best Fred

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