Dear Charles – I just needed to take a moment to share my thoughts about an extraordinary member of your staff. Judy is the pension consultant for our firm. On many occasions, I have had to speak to her to clarify some questions or address some concerns on behalf of our employees. I am not as familiar with some of the details of the plan as I hope to be one day, and Judy has always patiently and with great clarity, helped me with the process and with understanding what needs to be done. Often times, there is very little opportunity to complete forms within a strict deadline, because of events on our side. It is amazing to me that she has been able to help me with these difficult situations; she makes my life easier. I have many responsibilities in the firm, many filled with a great deal of pressure. However, I am always assured that at least those that have anything to do with Judy will always be done efficiently and in a timely manner. She is a very special person. I am sure that you already know what a valuable asset she is to your company.
Hi Jodie – I thank you for your help in getting the client and his advisor the necessary forms to get his rollover processed. I appreciate you and all that you do very much! Charles is a very lucky man to have you!David
Maggie – Thank you for all your hard work on this.
You da bomb Jodie!
Sue – I remember the song “Lean on Me” by Bill Withers? It always seems that I lean on you, as you’re so helpful.
Suzanne and Jodie – Thank you! As always, you ladies are great!
Hi Maggie – You are the best! Thank you so much. I owe you.
Hi Cathy – Thank you for forwarding it on to Jodie to take care of. I appreciate all the great service you have always provided me in the past although, no doubt, you will continue to excel in your new position and I wish you all the best of luck. I will keep your email handy for future reference when a need arises and hopefully we will have an opportunity to speak now and again on other matters.
Keep up the great work! Patti
Hello Harry and Charles – I just wanted to drop a quick note to share my experience with one of your consultants – Lisa. Lisa is very understanding and takes time to explain any questions or concerns I have with my pension plans. Pension planning can be daunting and confusing – Lisa helps make it easier to understand.
Thanks Andrea – you’ve always been helpful and I appreciate it.
Matt and Jodie – Thank you both for your prompt response!
Susan – There are some people that you deal with in business that are always pleasant and always put a smile on your face, you are one of those people.
Thank you, David
David – Thank you for the detailed explanation, I fully understand now the rules and also the rational of your recommended design. Thank you again for explaining the whole issue for me, I will actually print it to have it as a reference if I forget!!!
Have a great day, DM
Andrea – As a knowledgeable broker there are some things I’m very smart about…there’s a lot I don’t know and that’s why I need experts like you!
Dear David – Likewise, I enjoyed talking to you too. I was a bit concerned as to how I should proceed with the plan and you made it simple. I look forward to working with you in future for a long time
Thank you, Shashi
Jodie – Thanks for getting the loans transferred and converted. I look forward to working with you on our plan. Have a great day!
Charles – Just a note to the boss (you) from a long-term customer to tell you what a terrific person you have representing INTAC: Lisa Pecora. No matter how complex or redundant or silly a question I have for her, she always provides a clear, concise and valuable response.
Thank you, Jon
Dear David – Wow! Well thought out and explained.
Charles- Thank you, Bill V., Bill W. and your entire staff for your always amazing service. I appreciate working with you and hope to work together more in the future.
Jodie – Yes, I saw that. You’re on top of it, so I have no worries. I never get concerned with any matters with INTAC; you girls are always on top of things. Always appreciative of the assistance you provide.
Bill – Please give me direction to the portal and how to access it.
Thanks again for yesterday. Both Larry and yourself explained everything, answered all our questions and gave both Larry and I comfort, that we are now in good hands with INTAC.
Cathy – Thank you so much for your help! It is reassuring that we have such dedicated, wonderful people on our team to help us through an issue and get it resolved.
Thanks again! Dirk
Charles – I wanted you to know that one of my new plans that we work together on had an issue with the payroll company on the contribution. Cathy went above and beyond what I truly believe is the scope of her job in order to help remedy the issue as fast as possible. Each person that I have dealt with at your office with any issue has always made me look better for recommending INTAC.
I guess I owe Bill for introducing INTAC to me.
Jodie – Thanks for helping me remind our payroll department of the DOL requirements for depositing contributions.
Best Regards, Ray
Charles and INTAC Team!!!
We all wanted to thank you for always providing exceptional service and care to our clients. You have done an excellent job over the past years and we truly appreciate your professionalism and partnership. Your dedication to customer service and attention to detail is second to none in our years of experience with Third Party Administrator representatives. I know that we all agree it is people like you that make the decision to do business with INTAC an easy one for retirement plan advisors like our team here at G…
Very best regards, Todd
Thank you Jodie…you’re always on top of your game!
Maggie – Great job coordinating the event on Thursday. I thought the seminar went very well and the golf was great! I look forward to participating in the next event.
Wow, good service Jodie!
Bill – We appreciate all your efforts, judgment and cost friendly approach – the key, for a long term relationship. We are glad to be your new teammates.
Best Healthy Wishes, Larry
Charles – I would like to mention to you how pleased I am with INTAC particularly with Jodie Johnson. In my client’s case, the payroll / 401k provider was holding up a very large case. My assistant informed me that Jodie utilized her resources to make it happen. I’ve been around a long time and it isn’t every day teams come together. I copied the client in this email because I think it’s important for him to know that he is in good hands. Thanks very much for everything you do!
Best regards, Tom
Thank you Jodie. You are the best.
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