Intac Actuarial Services, Inc.

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Links

	Download Administrative Forms
	Request for Proposal
	ERISA Bond
	Roth IRA Conversion Calculator
	Informative Articles, FAQs and Audio Presentations
	Affiliated Companies
	Government Links
	Other Useful Links

Download Administrative Forms

You can download the following administrative forms by clicking on the form name. The completed and signed forms should be mailed to our office

Request for Proposal

If you would like to receive a proposal regarding any of Intac's services, just click here to download our proposal request form.

Complete the form including as much of the detailed information as possible. Then simply fax or mail the completed form to our office, or email to charles@intacinc.com. We will review the information and promptly provide you with a free, no obligation proposal.

In order to download forms, you will need Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, you may obtain a free copy by clicking on the button below.

ERISA Bond

If you need an ERISA Bond for your plan, or if you would like to replace your current ERISA Bond, please click here and complete the application.

Roth IRA Conversion Calculator

This Roth IRA Conversion Calculator estimates the change in total net-worth at retirement, if you convert your traditional IRA into a Roth IRA. It also allows you to compare the impact of future Required Minimum Distributions between these accounts for both the owner and their future beneficiaries. A conversion has both advantages and disadvantages that should be carefully considered before you make a decision.

This Roth IRA Conversion Calculator is made available to you as a self-help tool for your independent use and is not intended to provide investment advice. We cannot and do not guarantee it’s applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Click here to access the calculator to help see if this option is right for you!

Informative Articles, FAQs and Audio Presentations

FAQs Regarding Roth 401(k) Contributions (IRS)
Roth 401(k) Brochure for Plan Sponsors (Guardian Ins. Co.)
Roth 401(k) Brochure for Plan Participants (Guardian Ins. Co.)
Roth 401(k) Plans Conference Call (audio presentation--depending on your Internet connection, make take one to two minutes to download)

Affiliated Company Links

Intac is proud of its long-standing relationship with vendor companies who are among the most reputable in the industry. Refer to the list of companies below to obtain additional information or call 201.447.2525 x203 for information.