Proposal Request

Q

Building Relationships with Plan Sponsors

AS A FULL-SERVICE CONSULTING AND ADMINISTRATION FIRM, INTAC WILL ENSURE THAT YOUR NEEDS, AS WELL AS THE NEEDS OF YOUR EMPLOYEES, WILL BE COMPLETELY SATISFIED.

We will talk with you to find out what is most important to you and will design a plan that is focused on what you want and need; not what is easiest for us to administer.

Not only do we develop the plan design and keep it current, but we will work with other service providers of your choosing. We will work with your investment advisor, your CPA, your attorney, your staff and whoever else you wish. This allows INTAC to be an extension of your company!

Why should you work with a CEFEX designated TPA?

The regulations and operation of this product are so complicated that it is only something an expert in the area can totally understand. Hence the reason we hired INTAC. If Mr. Hershkowitz was not my consultant, I would not have a DB plan. He is an exceptional consultant – knowledgeable, direct, responsive, professional and ALWAYS helpful. The demands and requirements of this plan are so difficult to understand that but for Mr. Hershkowitz I would have closed the plan.

Janis

Larry, allow me to take this opportunity to add that I’m very impressed with your knowledge and your ease in communicating it, as well as your conscientious and prompt attention to our needs.

Fred

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

A.F.M.
Relationships with Plan Sponsors: Learn More
Relationships with Recordkeepers: Learn More
Relationships with Advisors: Learn More
Relationships with CPAs: learn more