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Charles Rosenberg

Charles Rosenberg

Woodcliff Lake,NY

CRA, CRC, AIF

  • 4.3 / 5
  • 2k+ Professionals Trained

Nominated for the following myCPE Awards

myCPE - Top Retirement Planning Educator of the Year 2021-22 !
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About Speaker

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. 

Area of Expertise

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Retirement Plan Updates & Opportunities
$20
Retirement Plan Updates & Opportunities
  • ACCT/BK
  • CRTP
  • CFP (US)
  • CPA (US)
  • EA
  • HRCI
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  • 4.5
  • (11)

4.3

  • 4.3

(550) Ratings

Excellent

335

Very Good

160

Average

48

Poor

6

Terrible

1

RMC

Rosalba Maravilla Ceja, CPA (US)

Mar 31st 2022

Excellent presentation

CS

Charles Sugrim, CPA (US)

Dec 15th 2021

Excellent presentation

JT

Jared Trace, CPA (US)

Oct 16th 2021

This was a great overview on retirement plans for 2022.

KD

Kim Doan, CPA (US)

Oct 15th 2021

Good

AB

Arvinder Bains, CPA (US)

Oct 13th 2021

good course!

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