Vice President, Intac Actuarial Services, Inc.
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.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
563 Ratings
SO
Aug 24th, 2021
Great presentation. It is very informative and knowledgeable. It covers all aspects of retirement plan. Especially, interactive questions and answers are so good. Thank you
KS
Apr 20th, 2021
Very interesting information and a lot I did not know about retirement plans and options for owners to benefit
DI
Dec 23rd, 2020
Very nicely done. Charles presented the options and a good overview to enhance planning for clients.
JB
Aug 25th, 2021
Presentation was a little disjointed at times. But still good information.
MZ
Aug 26th, 2021
a really fascinating topic. Presenters were experts in this information
2 Credits
Add to Watchlist
Taxes
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
.webp "Passive Activities & Rental Real Estate Income Tax Issues")
-1682432011.webp "Integrating Long-Term Care in your Retirement Planning")
