LifeWorks

LifeWorks

Morneau Shepell
TRAK

TRAK

RetireReady
+
+

Related Products

  • Motivosity
    4,706 Ratings
    Visit Website
  • Nectar
    9,488 Ratings
    Visit Website
  • Awardco
    12,531 Ratings
    Visit Website
  • Connecteam
    10,177 Ratings
    Visit Website
  • Chime Workplace
    4 Ratings
    Visit Website
  • Axero
    218 Ratings
    Visit Website
  • Haystack
    282 Ratings
    Visit Website
  • WorkTango
    1,545 Ratings
    Visit Website
  • Level 6
    36 Ratings
    Visit Website
  • ThriveSparrow
    43 Ratings
    Visit Website

About

LifeWorks is a world leader in digital and in-person solutions that support the total wellbeing of individuals. We deliver a personalized continuum of care that helps our clients improve the lives of their people and by doing so, improve their business. Throughout our history, LifeWorks (formerly Morneau Shepell) has supported employees' health, productivity, and financial security. We provide wellbeing, administrative, health and productivity, and retirement solutions. We are proud of our depth of expertise and experience in workplace mental health, actuarial and retirement solutions, HR and communications strategy, and absence and disability management. As a thought leader, we continuously research workplace trends and realities that affect employee wellbeing, and share our insights with our clients to support their people.

About

The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. All-inclusive federal benefits calculations including FERS, CSRS, CSRS offset. Also includes TSP, FEGLI integration, and Federal long-term care. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. TRAK software helps advisors motivate their clients and engage their participants with solutions that simplify retirement planning.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

HR teams looking for an Employee Engagement platform

Audience

Advisors and organizations seeking a solution to simplify their retirement planning operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Morneau Shepell
United States
www.lifeworks.com

Company Information

RetireReady
Canada
retireready.com

Alternatives

Alternatives

Milliman MARC

Milliman MARC

Milliman
NaviPlan

NaviPlan

Advicent
Engage4

Engage4

Vidatec

Categories

Categories

Corporate Wellness Features

Activity Tracking
Employee Portal
Financial Wellness
Gamification
Goal Setting / Tracking
Health Coaching
Health Monitoring
Health Risk Assessment
Incentive Management
Program Management

Integrations

Dayforce
Teamstack

Integrations

Dayforce
Teamstack
Claim LifeWorks and update features and information
Claim LifeWorks and update features and information
Claim TRAK and update features and information
Claim TRAK and update features and information