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Welcome to the INTAC Library. Get the latest news, industry information and insight here.

Consultant's Corner

Helpful information from our plan consultant team

Hot Topics

INTAC brings you the current hot topics in the world of qualified plans by reviewing brief and pertinent articles, FAQs and other information.


Insight and direction on retirement plan features.

Just The Facts

No commentary, just good explanations of important retirement plan terms and options.


Our bi-monthly publication of news and articles to help you keep up to date.

Reference Materials

INTAC presents these helpful links to information about the features and benefits of retirement plans. We encourage you to speak with one of our knowledgeable staff members to answer any questions you may have.


INTAC is pleased to provide these videos as a way of introducing our clients to relevant industry topics.


Helpful Tips to Prepare for a Retirement Plan Audit

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 qualification requirements). Knowing when and how to arrange for an audit of a plan’s financial statements is an important responsibility for plan sponsors. Below is a useful and comprehensive article laid out as a Q & A to help determine the following: whether an audit is required, if it can be limited in scope (and what that means for the plan) and how to select an auditor with the proper expertise.

The Continuing Evolution of the Safe Harbor 401(k) Plan

The safe harbor 401(k) plan roared onto the scene in 1998 as a new design that allowed company owners and other highly compensated employees to maximize their salary deferrals even when other employees contributed at relatively low levels. Over the last 16 years, these plans have continued to evolve through a series of new laws and IRS pronouncements.

The February edition of the INTAC Insider is here!

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.

Retirement Plans FAQs on Designated Roth Accounts


Even a Tax Lawyer can get the IRA Rollover Rules Wrong

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 errors, there are costly penalties; so we hope this article clarifies some of the intricate rules of rolling over an IRA and knowing the implications between direct transfers and rollovers.