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Charles Rosenberg

Charles Rosenberg

Woodcliff Lake,NY

CRA, CRC, AIF

  • 4.4 / 5
  • 2k+ Professionals Trained

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
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  • 4.5
  • (550)

4.4

  • 4.4

(1k+) Ratings

Excellent

566

Very Good

388

Average

91

Poor

10

Terrible

2

YM

Yvette Martinez, CPA (US)

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

Amy Vinson, CPA (US)

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.

SO

Searkseung Oh, CPA (US)

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

WT

Wanda Theriot, CPA (US)

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

Tracy Hessing, CPA (US)

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.

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