Charles Rosenberg is one of
New Jersey’s foremost retirement planning experts, drawing upon his 25 years of
industry experience to provide trusted counsel to clients and skilled
leadership to INTAC Actuarial Services’ highly trained advisors. Under his
leadership, INTAC has grown to service more than 3,000 clients, and has been
consistently ranked New Jersey’s #1 401(k)/Defined Contribution Provider and
Best Places to Work by NJBIZ®.
His career began at
family-operated INTAC in 1994 as a pension consultant, gaining hands-on
experience in plan design and client service excellence. Today, as INTAC’s managing partner, he
spearheads the firm’s pension sales and marketing programs with an emphasis on
delivering a high-touch, personalized customer experience. He proactively
consults with clients and advisors on all forms of Defined Contribution and
Defined Benefit Plans throughout the planning process, ensuring that each INTAC
client has a top-notch quality plan that meets their unique needs.
Charles is a Certified
Retirement Counselor and Administrator (CRC, CRA), and has attained the
designation of an Accredited Investment Fiduciary (AIF). As an expert in retirement plan design, he is
frequently called upon to lecture and lead industry forums on Qualified
Retirement Plan topics for accountants and financial advisors. Publications
including PlanSponsor.com and local area newspapers The Bergen Record and The Star
Ledger have quoted him as a
subject matter expert.
Active within industry
organizations, Charles serves as a volunteer committee member with various
groups, such as NIPA. He also sits on the TPA Advisory Boards for Nationwide, VOYA
and Transamerica, and is an avid supporter of local community and charitable
organizations.
Prior to joining INTAC, he
was Vice President of Finance at Oxford Medical. Charles holds a Bachelor of
Science in Accounting from Touro College in New York City.
