Audience
Advisors that want to engage and motivate people towards retirement readiness
About The Retirement Analysis Kit (TRAK)
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people toward 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. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. Have you ever spent the time and effort to create a retirement plan for your clients, walked them through the plan only to see their eyes glaze over, and responded with “We’ll think about it”? In meetings like these, you are not connecting well with your clients.
Other Popular Alternatives & Related Software
TRAK
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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Smart Pensions
Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time with just the tap of a finger, using our app. We invest members' pension savings to deliver a strong return whilst also tackling climate change to make a positive difference to society and our planet. We plan to be net zero by 2040, and to make a 50% reduction in emissions by 2025. We protect members’ pension savings with strong governance, and oversight from independent trustees. Everyone’s financial needs will be different in retirement. And those needs can change as you move through your retirement journey. That's why we've created Smart Retire. Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time.
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Keystone by Smart
Through Keystone by Smart, we offer a platform for governments (national or regional), banks, pension providers, asset managers, trade associations, and affinity groups. These are enterprise solutions, which can be completely customized for your business and your marketplace. Keystone by Smart is the first global, cloud-native, workplace retirement savings platform. We are now ‘live’ on four continents, helping over a million savers plan for retirement, and spend in retirement, in partnership with some of the best-known financial institutions in the world. A single global retirement technology platform that allows financial services organizations and governments to deliver for the needs of their customers and their citizens and can be adapted to changes in legislation today or in five years’ time. It enables everything from apps and web-based tools for employers and employees to full data migrations, allowing our partners to move or consolidate hundreds of thousands of accounts.
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Paychex Flex
Paychex Flex is an all-in-one HR software solution that you can build on as your business grows or changes. Use it to run payroll and integrate your HR administration, retirement, and insurance management with service the way you want it and our expert knowledge of the regulations that could affect your business.
The more HR functions you bring to Paychex Flex, the more accuracy and efficiency you’ll gain. It can help you:
• Recruit and track the best candidates
• Streamline hiring and onboarding
• Deliver key HR information through custom compliance documents, compensation summaries, performance reviews, company training, and more
• Manage health insurance, including compliance support
• Administer employee benefits
• Track time and attendance data
• Pay employees and file and pay your taxes
• Plan for retirement, from testing, to real-time reports, and participant enrollment and management
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Pricing
Starting Price:
$500.00/year
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
RetireReady Solutions
Founded: 1986
United States
retireready.com
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Product Details
Platforms Supported
Cloud
Windows
Training
Documentation
Webinars
Live Online
Support
Online
Phone Support
The Retirement Analysis Kit (TRAK) Frequently Asked Questions
The Retirement Analysis Kit (TRAK) Product Features
Benefits Administration
Employee Benefits Administration
For Brokers
Retirement Plan Management
COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
