Intac Actuarial Services, Inc.

Firm Profile

Founded in 1977, Intac Actuarial Services provides the complete administration of employer-sponsored retirement plans for over 2,800 small to mid-sized companies, their owners, their key executives and all of their employees. Now in its second generation of family ownership, INTAC has been recognized by NJBIZ as the largest Defined Contribution Provider in New Jersey.

Key Contacts

Charles Rosenberg, 201-301-1030,


States with a Physical Presence 

New Jersey
New York

Sponsored Plans Supported 


Target Markets

Small to Mid size closely held businesses

Plans Supported 

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension
  • 403(b)
  • 457
  • Other DC Plans

Custodians Used

All recordkeepers that integrate with TPA’s for example
John Hancock
Mass Mutual
American Funds

Services Provided 

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • QDRO Review
  • Hardship Distribution Requests