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.
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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.
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ERISA Bond
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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.
Click here to access the
calculator to help see if this option is right for you!
Informative Articles, FAQs and Audio
Presentations
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.
Government Links
Other Useful Links
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