Join Charles Rosenberg, vice president of INTAC Actuarial Services, for this informative webinar that provides an overview of various qualified retirement plans. We will take a deeper look at cash balance plans—a growing trend in defined benefit plans—and who benefits from them.
Learning Objectives:
Intac Actuarial Services, Inc.
Vice President
[email protected]
(201) 301-1030
Charles Rosenberg joined INTAC, a family-owned firm, in 1994 as a pension consultant, where he gained hands-on experience and an invaluable perspective in the pension planning industry. Currently, as INTAC’s Vice President, Charles spearheads the firm’s pension sales and marketing programs.
An expert in retirement plan design, Charles is frequently called upon to lecture and lead industry forums on various Qualified Retirement Plan topics to accountants and financial advisors. He has been quoted as an authority in retirement plans on PlanSponsor.com and The Record, and the Star-Ledger, local area newspapers.
Charles is a Certified Retirement Counselor and Administrator (CRC, CRA) and has attained an Accredited Investment Fiduciary (AIF) designation. He actively serves as a committee member with various industry groups, such as NIPA, and sits on the TPA Advisory Boards for Nationwide, VOYA, and Transamerica. He is also an avid supporter of many local community and charitable organizations. Charles was recently honored with the 2014 Outstanding Volunteer Award by NIPA for his contributions on a volunteer basis toward the organization.