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Required Participant Notices: A Quick Overview

Required Participant Notices: A Quick Overview

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...

Team Leader Spotlight: Amanda Melissa Taylor, QKA®

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.

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

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.

Intac Actuarial Services, Inc. Receives Renewed CEFEX® Certification

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.

Intac Actuarial Services, Inc. is Named to NJBiz Best Places to Work 2020

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.

SECURE Act: The Wait is Finally Over

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…

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