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New Name, Same Exceptional Service: Introducing FuturePlan

To our valued clients and partners:

For over 40 years, Intac has been helping business owners achieve greater tax benefits and retirement savings through employer-sponsored retirement plans. We became part of FuturePlan by Ascensus in 2018, focused on expanding the range of services we provide to our clients and partners. We’re happy to announce that Intac Actuarial Services, Inc is now called FuturePlan by Ascensus, a new name and brand to represent our innovative role as a national leader formed by quality-focused local TPA firms from coast to coast. You’ll continue receiving the high touch, responsive service you expect from our expert team, plus so much more. We’re part of an extensive network of hundreds of experts on every type of plan and service, backed by the strength, security, and technology investment of a leading national firm, Ascensus.

As FuturePlan, we’re a fully independent and neutral TPA, empowering advisors and plan sponsors to work with whichever recordkeeper and investment platform best meets their needs. We partner with more than 30 recordkeepers and are continuously building effective partnerships across the retirement industry. Please visit our new website at FuturePlan.com to learn more. We welcome your questions and feedback and look forward to working with you as FuturePlan!

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Contact Us:

Sales
Charles Rosenberg
Vice President
crosenberg@intacinc.com
201-301-1030

Christina Leighton
Sales Coordinator
sales@intacinc.com
201-301-1044

Distributions:
distributions@intacinc.com

Loans:
loans@intacinc.com

Accounting:
accounting@intacinc.com

50 Tice Boulevard, Suite 151
Woodcliff Lake, NJ 07677

Other Locations:
Long Branch, NJ
Huntington Beach, CA
Saratoga Springs, NY

Phone | 201.447.2525
Fax | 201.447.9634
Email | info@intacinc.com

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