BUILDING RELATIONSHIPS WITH ADVISORS
TO DELIVER EFFECTIVE RETIREMENT SOLUTIONS, YOU NEED A PARTNER WHOSE BUSINESS IS ABSOLUTELY FOCUSED ON THE RETIREMENT PLAN BUSINESS.
INTAC has the knowledge and experience to help you build your retirement plan practice. We believe that a true partner should be one that:
- Is objective and trustworthy
- Leaves you free to do what you do best – select and manage the best investments for each of your clients
- Understands the critical role you play in your clients’ retirement plan success
INTAC is that partner.
Our advisor-centric, credentialed team of professionals can help design, administer and consult on a benefit plan tailored to each of your client’s objectives. We actively support an array of plan design choices to meet client retirement and tax savings goals including:
- Large and small defined contribution plans for for-profit, non-profit and government organizations that include 401(k), 401(a), 401(b), 403(b) and 457 plans
- Traditional defined benefit plans
- Cash balance plans
- Other hybrid cross-tested or age-based plans
WE TAILOR EACH RETIREMENT PLAN PROGRAM TO THE SPECIFIC NEEDS AND GOALS OF EACH CLIENT
When you choose to partner with INTAC, you can rest assured that we tailor each retirement plan program to the specific needs and goals of each client. This optimizes the potential to establish high participation and contribution rates, high satisfaction levels, successful retirement outcomes and long-term business relationships.
Why you should work with a CEFEX designated TPA?
