Effective Communication with Participants A recent survey found that 59% of workers thought that they were contributing to their 401(k) plan and saving for retirement when they weren’t. The Retirement Security Survey, conducted by Principal, asked participants why...
INFORMATION AND EDUCATIONAL OPPORTUNITIES TO KEEP YOU INFORMED
Team Leader Spotlight: Amanda Melissa Taylor, QKA®
Amanda Melissa Taylor joined Intac FuturePlan in January 2022 and leads a team responsible for retirement plan administration and consulting. She provides consultant training and is a valuable technical resource for everyone at Intac FuturePlan. The QKA after her name signifies that she is a qualified 401(k) administrator, a certification that connotes her advanced knowledge of retirement plan management, testing, and compliance.
Audrey Lafferty Promoted to Team Lead at Intac Actuarial Services, Inc.
Intac Actuarial Services, Inc., part of FuturePlan by Ascensus (INTAC), is pleased to announce that Audrey Lafferty has been promoted to retirement plan administration and consulting manager. Lafferty, who joined INTAC as a pension consultant in January 2020, is a specialist in traditional defined benefit and cash balance plans.
Name Change is on the Horizon: INTAC is Becoming FuturePlan
In July 2018, Intac Actuarial Services, Inc. became part of the FuturePlan by Ascensus family—a dynamic, national network of leading third-party administrators (TPAs) of qualified retirement plans. Since that time three years ago, we continued operating under the INTAC name, with the same and growing team of pension consultants, actuaries, and retirement plan experts our clients have relied on for the past 40+ years.
In Loving Memory of Our Founder, Max Rosenberg
May his memory be a blessing for all those who knew him.
Intac Actuarial Services, Inc. Receives Renewed CEFEX® Certification
Intac Actuarial Services, Inc., part of FuturePlan by Ascensus (INTAC), is pleased to announce that it has been certified for the seventh consecutive year by the Centre for Fiduciary Excellence, LLC (CEFEX) as adhering to the American Society of Pension Professionals & Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers.
Stephanie Jordan Joins Intac Actuarial Services, Inc. as Pension Consultant
Intac Actuarial Services, Inc., part of FuturePlan by Ascensus (INTAC), is pleased to announce that Stephanie Jordan has joined the firm as a pension consultant. She will work with plan sponsors to administer and manage their 401(k) plans.
Intac Actuarial Services, Inc. is Named to NJBiz Best Places to Work 2020
Intac Actuarial Services, Inc. (INTAC), based in Woodcliff Lake, N.J., has once again been named an NJBiz Best Places to Work in the medium-sized business category. This is the fifth such recognition for the actuarial firm, which specializes in retirement plan design, implementation and administration. The award is given by NJBiz, New Jersey’s leading business journal.
Why Moving from a SIMPLE IRA or SEP to a 401(k) Could Be Good for Business
Until now, offering your employees a SIMPLE IRA or SEP plan might have offered strong value to your workforce, and to you as the small-business owner. However, if your company is growing or the nature of your workforce is changing, it might be time to put a 401(k) in place instead, for many reasons.
SECURE Act: The Wait is Finally Over
For the past three years, Congress has attempted to pass major retirement reform legislation. It has finally succeeded with the year-end passage of two spending packages meant to avert a government shutdown. One of the packages, the Further Consolidated Appropriations Act, 2020 (FCAA), includes multiple bills—including the…