INFORMATION AND EDUCATIONAL OPPORTUNITIES TO KEEP YOU INFORMED
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®
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.