Charles Rosenberg

For over 40 years, INTAC has been helping business owners achieve greater tax benefits and retirement savings through employer-sponsored retirement plans.

[Charles Rosenberg @IntacInc]

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

[Charles Rosenberg @IntacInc]

We're always delighted to share such positive feedback from clients about our team.

#clientservice #clienttestimonial #intacfutureplan #401ktpa

[Charles Rosenberg @IntacInc]

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!

https://t.co/Dh85qw0hUR

#NJBizbestplacetowork #2024Bestplacetowork

[Charles Rosenberg @IntacInc]

Please note these upcoming compliance deadlines. You can find all deadlines pertinent to #retirementplan administration at https://t.co/JBiEdmyZTJ

#intacfutureplan #compliance #retirementplanconsultant

[Charles Rosenberg @IntacInc]

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!

https://t.co/Dh85qw0hUR

#NJBizbestplacetowork #2024Bestplacetowork

[Charles Rosenberg @IntacInc]

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

[Charles Rosenberg @IntacInc]

Join us in welcoming Owen Schroeder to the Intac FuturePlan team.

#Newhire #IntacFuturePlan

[Charles Rosenberg @IntacInc]

We’re always delighted to share such positive feedback from clients.

#exceptionalclientservice #clienttestimonials #intacfutureplan #401ktpa

[Charles Rosenberg @IntacInc]

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.

https://t.co/ecLWhwb0J5

#7commonplanerrors #Planmistakes #Sponsortips

[Charles Rosenberg @IntacInc]

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

[Charles Rosenberg @IntacInc]

Is automatic enrollment required for your workplace retirement plan?

Learn if your company is affected by this new mandate. Contact Intac FuturePlan today.

https://t.co/gxYPvo0fP5

#Automaticenrollment #SECURE2.0mandate #intacfutureplan

[Charles Rosenberg @IntacInc]

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.

https://t.co/zvkTcsnWZW

#FormW2reporting #IRSreminder #intacfutureplan

[Charles Rosenberg @IntacInc]

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.

https://t.co/dnFgRYVRhA

#PLESAFAQs #PLESAantiabuse

[Charles Rosenberg @IntacInc]

We're always delighted to share such positive feedback from clients about our team.

#clienttestimonial #clientservice #intacfutureplan

[Charles Rosenberg @IntacInc]

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

[Charles Rosenberg @IntacInc]

We're always delighted to share such positive feedback from clients about our team

#clientservice #clienttestimonial #intacfutureplan #401ktpa

[Charles Rosenberg @IntacInc]

Today, we honor those who lost their lives defending our country.

#MemorialDay #military #ThankYou

[Charles Rosenberg @IntacInc]

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

[Charles Rosenberg @IntacInc]

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

[Charles Rosenberg @IntacInc]

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