
INFORMATION AND EDUCATIONAL OPPORTUNITIES TO KEEP YOU INFORMED

Intac’s Journey to Becoming FuturePlan with Jodie Johnson
Because of the enhanced resources, whether we’re working remote or in the office, we’re able to provide exceptional service to our clients advisors and CPA’s. With the rebranding up future plan, I am extremely excited for the future and giving our clients to experience and the service they’ve always depended on.

Intac’s Journey to Becoming FuturePlan with Selena Sousa
INTAC rebranding as future plans should give you an added level of confidence knowing that changes have been developed with the best of the best the industry. Every TPA that is part of the future plan family across the nation and its sole purpose is creating best client experience for you.

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…

Matt Longley Joins Defined Benefit Practice at Intac Actuarial Services, Inc.
Intac Actuarial Services, Inc., an Ascensus company (INTAC), is pleased to announce that Matt Longley has joined its distinctive team of actuaries as an enrolled actuary in the company’s defined benefit practice.

INTAC ATTAINS CEFEX-ASPPA ADMINISTRATION CERTIFICATION
CEFEX, Centre for Fiduciary Excellence, LLC, has renewed the certification of INTAC Actuarial Services, Inc., headquartered in Ridgewood, NJ as adhering to the American Society of Pension Professionals & Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers