Intac and FuturePlan: Welcome to Our Growing Family
The Intac team celebrating the grand opening of their new office in 2019
The greatest reward I’ve experienced leading Intac for the past few decades has been helping turn our clients’ retirement dreams into reality. Over the years, I’ve helped so many hard-working business owners grow, save more money than they thought possible, and create comfortable futures using smart plan design and tax-efficient plan management. We try to listen more than we talk, always seeking a deep understanding of our clients’ business and personal goals so we can serve as trusted consultants.
Another great joy has come from coaching so many junior team members we hire right out of college, seeing them develop into dedicated and passionate retirement plan specialists, managers, and actuaries.
The kudos we receive, whether in handwritten letters or emoji-filled text messages, are treasured by all here at Intac. The Yiddish word “naches” expresses it best: a warm feeling of pride and gratification in family achievements—because we are a family business and our clients and team members become part of our family.
A few years ago, my family and I made one of the most important family business decisions of our lives, making the move to join a much larger extended family comprising many leading TPA firms from all across our great nation. After more than four decades as a small family-owned business, this decision was a challenging one that required very careful consideration. In July 2018, Intac Actuarial Services, Inc. officially became part of the FuturePlan by Ascensus family—a decision based on how we needed and wanted to grow, seeking the resources and capabilities to serve our clients better than ever and create growth paths for our team members.
Since that time, we have continued operating under the Intac name with the same dedicated team of pension consultants, actuaries, and retirement plan experts that our clients have relied on for the past 40+ years. Now we’re getting ready to take the final step and officially change our name at the end of August, from Intac to FuturePlan.
In keeping with that family analogy we all love, it’s like we’ve married into a big extended family full of amazing people with great connections! We now have access to the deepest bench of ERISA* expertise of any TPA in the nation, an unmatched level of investment in technology, data security, and human resources, and leading experts on every type of plan and service. We’re excited to share with you the benefits of our 3(16) Center of Excellence, our Cash Balance Center of Excellence, and a new advanced portal for clients and advisors.
Intac’s company name will officially change to FuturePlan at the end of August, and I personally assure you that that the rest stays same: our New Jersey office, our teams, and your plan consultants, how we work with plan sponsors and advisors, and—most importantly—the consistently high level of service you expect and deserve. As we all face one of the most challenging labor markets of our lifetimes, it’s more important than ever to offer competitive, well-managed, strategic retirement plans that help attract and retain top talent. As part of FuturePlan, we can now do even more to help.
On behalf of the whole Intac-FuturePlan team, please join us in raising a glass to the successful, secure future we’re creating together! Feel free to reach out to me anytime with questions, by phone, email, or LinkedIn. L’chaim, cheers, salud, santé, skol, kanpai, and welcome to the new expanded family!
*ERISA stands for the Employee Retirement Income Security Act of 1974, a federal tax and labor law that establishes minimum standards for pension plans in private industry