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.
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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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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
Supported
For Brokers
Supported
Retirement Plan Management
Supported
COBRA Administration
Not Supported
Claims Management
Not Supported
Deduction Management
Not Supported
Disability Insurance Administration
Not Supported
FMLA Administration
Not Supported
FSA Administration
Not Supported
Flexible Spending Accounts
Not Supported
For Employers
Not Supported
HIPAA Compliant
Not Supported
Health Insurance Administration
Not Supported
Life Insurance Administration
Not Supported
Online Benefits Enrollment
Not Supported
Premium Billing
Not Supported
Provider Management
Not Supported
Retiree Administration
Not Supported
