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.
499 Ratings
YM
Jul 6th, 2021
As retirement is a very complex area of taxation and accounting, this course provided more detail than what I am used to. This instructor discussed all relevant factors for each type of plan and provided a description of the concept.
AV
Feb 23rd, 2021
Although this particular webinar did not apply to me, I still found it very resourceful. Ii would definitely recommend this webinar to anyone who'd like a refresher or who'd like to gain knowledge regarding this topic.
WT
May 28th, 2021
The instructor was fabulous. I don’t do a significant amount of retirement plans in my work, but I learned enough to direct someone to the right party. It was great!!!
TH
Aug 31st, 2021
The content was too advanced for me. It was a little challenging to follow. I will have conduct further research for better subject comprehension.
FC
May 14th, 2021
Good and practical overview of retirement plans. He really knows his stuff and had practical ideas. I would hire him if I had a need in this area.
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