by Taylor Brown | Jul 2, 2023
Deborah – I really appreciate all of your input on the issues. It is really comforting to know that I (we) can come to you and INTAC. Thank you very much.
by Taylor Brown | Jul 2, 2023
Charles, Just want to give a shout out to INTAC. I have a couple of cases/conversions that are a little complex. Jodie’s [Client Relations Manager] follow up with my client is fantastic. Bill Waller [Compliance Manager] has been extremely helpful with my other...
by Taylor Brown | Jun 27, 2023
I have many responsibilities in the firm, many filled with a great deal of pressure. However, I am always assured that at least those that have anything to do with Judy will always be done efficiently and in a timely manner. She is a very special person. I am sure...
by Taylor Brown | Jun 27, 2023
I am very pleased with the service I receive from INTAC. The client portal is user friendly. I would also like to let you know what a pleasure it is to work with Andrea. Not only is she extremely knowledgeable, but she provides us with the best customer service...
by Taylor Brown | Jun 27, 2023
Larry F. has been the pension consultant on our plan for many years and I just want to let you know that he is not only a pleasure to work with but has been a valuable resource to our firm. Larry ensures that all of our filings are completed on time and he is very...
