LifeWorksMorneau Shepell
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TRAKRetireReady
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
HR teams looking for an Employee Engagement platform
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Audience
Advisors and organizations seeking a solution to simplify their retirement planning operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMorneau Shepell
United States
www.lifeworks.com
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Company InformationRetireReady
Canada
retireready.com
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Categories |
Categories |
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Corporate Wellness Features
Activity Tracking
Employee Portal
Financial Wellness
Gamification
Goal Setting / Tracking
Health Coaching
Health Monitoring
Health Risk Assessment
Incentive Management
Program Management
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Integrations
Dayforce
Teamstack
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