Intac Actuarial Services, Inc.

Intac Actuarial Services, Inc. provides specialized retirement plan administration services that help businesses enhance their retirement offerings while maximizing tax benefits. The company serves a diverse client base focused on efficient retirement savings solutions. Intac Actuarial Services, Inc.

is dedicated to retirement plan administration, established in 1977 and headquartered in Woodcliff Lake, US. The company has undergone strategic developments to refine its service offerings. In July 2018, Intac was acquired by Ascensus, LLC, a portfolio company of Aquiline Capital Partners and Genstar Capital Partners, with undisclosed financial terms. The firm has completed one deal, showcasing its focused operational strategy.

INTAC specializes in comprehensive retirement plan administration services aimed at assisting business owners in maximizing tax benefits and enhancing retirement savings through employer-sponsored retirement plans. Their core offerings encompass the administration of 401(k) plans, profit-sharing plans, and other defined contribution plans tailored for small to mid-sized companies. Serving over 2,800 businesses, INTAC’s clientele includes company owners, key executives, and employees across various sectors, primarily operating in the United States with a focus on the Northeast, Midwest, and Southeast regions. INTAC generates revenue through a structured fee-based model linked to its retirement plan administration services.

The company enters service agreements with clients that specify fees based on the number of participants in the retirement plans and the complexity of services provided. This B2B model facilitates partnerships with small to mid-sized companies, with pricing designed to be competitive and reflective of the value of its comprehensive administrative solutions. Following its acquisition in July 2018, Intac Actuarial Services, Inc. is positioned to leverage Ascensus, LLC’s resources to enhance its service offerings and expand into new geographic markets.

While specific new products are not detailed, the firm aims to innovate its retirement solutions to meet evolving client needs. The strategic focus will include an expansion into additional regions across the US, aligning with the broader goals of Ascensus to enhance market presence and service efficiency.