Charles Rosenberg @IntacInc
For over 40 years, INTAC has been helping business owners achieve greater tax benefits and retirement savings through employer-sponsored retirement plans. intacinc.com Woodcliff Lake, NJ Joined November 2016-
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We’re always looking for ways to enhance our services. We’re pleased to announce our CEFEX® certification, upholding our commitment to the highest standard of excellence and a dedication to plan administration best practices. #Adminbestpractices #CEFEXcertification
We're always delighted to share such positive feedback from clients about our team. #clientservice #clienttestimonial #intacfutureplan #401ktpa
Intac/FuturePlan was named among New Jersey’s Best Places to Work for 2024 in the Financial Services category by NJBIZ—again. That’s because our employees like working here. And that makes us happy, too! loom.ly/xndDVlQ #NJBizbestplacetowork #2024Bestplacetowork
Please note these upcoming compliance deadlines. You can find all deadlines pertinent to #retirementplan administration at loom.ly/L5oTMM4 #intacfutureplan #compliance #retirementplanconsultant
Intac/FuturePlan was named among New Jersey’s Best Places to Work for 2024 in the Financial Services category by NJBIZ—again. That’s because our employees like working here. And that makes us happy, too! loom.ly/xndDVlQ #NJBizbestplacetowork #2024Bestplacetowork
A provision of SECURE 2.0 enables employers to withhold salary deferrals without the employee making an election, in cases where plan participants have not yet considered their retirement situation. Your Intac FuturePlan consultant can guide you. #Automaticenrollment
Join us in welcoming Owen Schroeder to the Intac FuturePlan team. #Newhire #IntacFuturePlan
We’re always delighted to share such positive feedback from clients. #exceptionalclientservice #clienttestimonials #intacfutureplan #401ktpa
An employer-sponsored retirement plan helps companies to attract top talent and employees to save for retirement. Correctly maintaining the plan is key to compliance. However, mistakes can happen. loom.ly/x3aY8_g #7commonplanerrors #Planmistakes #Sponsortips
From our family at Intac FuturePlan to yours—happy 4th of July! Here’s to colorful fireworks, great food and good conversation as we commemorate the signing of our country’s Declaration of Independence. #July4holiday #IndependenceDay #IntacFuturePlan
Is automatic enrollment required for your workplace retirement plan? Learn if your company is affected by this new mandate. Contact Intac FuturePlan today. loom.ly/N6DXFyA #Automaticenrollment #SECURE2.0mandate #intacfutureplan
How does SECURE 2.0 impact your Form W-2 reporting requirements? The IRS recently issued a reminder about certain provisions that became effective last year and may affect your company’s requirements. loom.ly/b7HTmHQ #FormW2reporting #IRSreminder #intacfutureplan
Starting 2024, employers can allow non-highly compensated employees (non-HCEs) to contribute up to $2,500 as a Roth deferral to a separate account. Our consultants at Intac can review how this may affect your business. loom.ly/ElyIH8k #PLESAFAQs #PLESAantiabuse
We're always delighted to share such positive feedback from clients about our team. #clienttestimonial #clientservice #intacfutureplan
Missing plan participants? Contact your @IntacInc consultant to learn how a new Retirement Savings Lost and Found Database, and new sponsor requirements, can help you find missing participants. #Secure2.0Database #MissingParticipantDatabase #FindingMissingParticipants
We're always delighted to share such positive feedback from clients about our team #clientservice #clienttestimonial #intacfutureplan #401ktpa
Today, we honor those who lost their lives defending our country. #MemorialDay #military #ThankYou
The “magic number” to retire comfortably has exploded to an all-time high? Offering a qualified retirement plan in the workplace can help employees reach their retirement goals. Contact @IntacInc to learn more. #intacfutureplan #qualifiedretirementplans
The IRS has issued guidance on further RMD transition relief under the SECURE 2.0 Act for certain specified RMDs for 2024. Our consultants at @IntacInc can review how this may affect your business and provide guidance through the process. #RMDRelief #RMDTransition #IRSGuidance
Recently, the DOL finalized its new fiduciary rule—the Retirement Security Rule—to update the definition of investment advice fiduciary. Will this affect your organization? Contact @IntacInc today to learn more. #intacfutureplan #retirementplanconsultant #fiduciaryrule
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