Intac FuturePlan

08/29/2024

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.

08/22/2024

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

08/20/2024

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://loom.ly/xndDVlQ

08/13/2024

Please note these upcoming compliance deadlines. You can find all deadlines pertinent to administration at https://loom.ly/L5oTMM4

08/01/2024

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. There are other auto enrollment and contribution provisions to consider. Your Intac FuturePlan consultant can guide you through the changes regarding automatic enrollment and other updates that may affect your qualified retirement plan.

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07/24/2024

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

07/17/2024

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

07/10/2024

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. Working with a third-party administrator (TPA), you can help plan sponsors circumvent these seven common mistakes in qualified retirement plan administration.

https://loom.ly/x3aY8_g

An employer-sponsored retirement plan is a smart way for companies to attract top talent and for employees to save for retirement. Correctly maintaining the plan is key to compliance. However, mistakes can happen. Working with a third-party administrator (TPA) Compliance consulting firm like Intac/F...

07/04/2024

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.

06/27/2024

Is automatic enrollment required for your workplace retirement plan?

While historically optional, now SECURE 2.0 makes automatic enrollment mandatory for some 401(k) and 403(b) plans based on certain criteria. Learn if your company is affected by this new mandate. Contact Intac FuturePlan today.

https://loom.ly/N6DXFyA

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06/20/2024

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 for select contributions.

Read more on the FuturePlan website.
https://loom.ly/b7HTmHQ

06/12/2024

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 such as a Pension-Linked Emergency Savings Account (PLESA) included in a defined contribution plan. To help both your company and employees fully understand and benefit from this new law under SECURE 2.0, the IRS compiled a set of FAQs. Our consultants at Intac FuturePlan can also review how this may affect your business and provide guidance.

https://loom.ly/ElyIH8k