NIPA Community Corner Spotlight features INTAC Vice President, Charles Rosenberg

As a NIPA committee member over the past 10 years, I have seen how their organization's quality programs have benefited professionals in the retirement planning industry. I was honored to be the subject of their Community Corner Spotlight in their January 25, 2012 newsletter.

NIPA Community Corner Spotlight - National Institute of Pension Administrators NIPA

http://myemail.constantcontact.com/December-INTAC-Insider--Increasing-Plan-Participation-and-Important-Year-End-Information.html?soid=1101699134024&aid=9k_h9ACtasc

We welcome you to take a look at our December edition of the INTAC Insider. This bi-monthly newsletter provides up-to-date industry information and news, plus an inside look at what we are working on here at INTAC.

http://myemail.constantcontact.com/December-INTAC-Insider--Increasing-Plan-Participation-and-Important-Year-End-Information.html?soid=1101699134024&aid=9k_h9ACtasc

INTAC Hosts Toy Drive to Benefit Children of Chai Lifeline

Intac Actuarial Services is currently collecting new, unused toys to benefit sick children through Chai Lifeline, a non-profit organization that does everything and anything possible to help children and their families cope with the immediate and long-term impact of serious pediatric illness. Please be aware that because dreadfully vulnerable children will be receiving these gifts, it is crucial that the guidelines below are followed to ensure no risks are posed to their health and safety.

    

Guidelines:

1. Toys must be brand new; unopened; unwrapped
2. Toy drop box is located at INTAC's Ridgewood office location
3. Tell a friend!

Lastly, because the gift of giving does not end with the conclusion of the holiday season, INTAC will be accepting donations until January 16, 2012. When holiday excitement winds down, these children and their families continue to fight grave illness and despair; let's remind them that they will be not forgotten.

Please feel free to contact Maggie DiPalma in our office with any questions. Thank you in advance for your generosity!

You can learn more about Chai Lifeline by clicking on its logo below.

NJBIZ ranks INTAC as the Largest Defined Contribution Provider in New Jersey for third consecutive year

Intac Actuarial Services announces its 2011 NJBIZ ranking as the Largest Defined Contribution Provider in New Jersey for the third consecutive year. INTAC has been providing pension planning solutions that include a combination of qualified retirement plans and administrative services to help a wide variety of clients, each with its own unique goals, needs and circumstances for over two generations.

"We believe INTAC 's signature 'Gold Star Service' to its clients, financial advisors and other industry partners has been a key attribute to our consistent growth over the last several years," affirms Charles Rosenberg, INTAC Vice President. "We take pride in maintaining an open-line of communication with our clients, their accountants and other financial advisors, as we feel this is essential in meeting and exceeding each plan sponsor's goals and unique needs."

INTAC continues its mission to bring a combination of the latest industry technology and the highest level of client service possible to all of its clients.

Upcoming Retirement Planning Seminar for Family-Owned Businesses

I will be a guest speaker on Thursday, December 1st, 2:00- 5:00 pm, at Fairleigh Dickinson University's Madison Campus. I will be speaking on Understanding Qualified Plans for Family-Owned Businesses. If you have clients that own a business who currently sponsor a “qualified plan”, there have been recent regulatory developments that warrant your attention. If you are interested in attending this session, follow the link below or contact the O.Berk Company Family Business Forum at 973-443-8880.

The O.Berk Company Family Business Forum

Joe Skidmore's Retirement

We recently celebrated the retirement of our esteemed colleague and friend, Joe Skidmore. After more than 40 years of dedicated service in the retirement planning industry, Joe now begins his own retirement in order to dedicate more time to his family and volunteer work. His presence at INTAC will be greatly missed and we are sure that those clients who have worked with Joe will feel the same way.

Below is a link to an article about the celebration and Joe's honorable career.
Joe Skidmore Retirement article

Deals and Moves: INTAC Acquires Pension Engineers

Deals and Moves: November 2