Name: The Retirement Analysis Kit
Price: 500 USD
Author: RetireReady Solutions

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Enhanced 911 (E911)

Environmental Health and Safety (EHS)

Manufacturing Execution

Project Portfolio Management

Workflow

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Application Lifecycle Management (ALM)

Cloud Storage

Continuous Delivery

Converged Infrastructure

Custom Software Development Services

Data Catalog

Data Center Virtualization

Data Fabric

Fraud Detection

Function as a Service (FaaS)

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Managed Hosting

Mobile Device Management (MDM)

Network Behavior Analysis

Network Performance Monitoring

Network Traffic Analysis (NTA)

Security Analytics

Software Composition Analysis (SCA)

Threat Intelligence

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

App Store Optimization (ASO)

Audience Engagement

Audio Editing

Blogging

Contact Management

Content Management

Creative Collaboration

Email Marketing

Marketing Automation

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Job Site Management

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales

Cloud Infrastructure Entitlement Management

Data-Centric Audit Protection (DCAP)

Security

Chiropractic

Revenue Cycle Management (RCM)

Simulation

Vertical-Specific

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The Retirement Analysis Kit (TRAK) is retirement planning software designed to assist advisors in engaging and motivating clients towards retirement readiness. According to the vendor, TRAK offers clear and transparent analyses for various retirement strategies. It caters to financial advisors, retirement advisors, 401(k) advisors, 403(b) advisors, and federal retirement advisors across different industries.

## Key Features

**TRAK Retirement Planning Software**: The vendor claims that TRAK is an innovative retirement software aimed at helping advisors engage and motivate clients towards retirement readiness by providing clear and transparent answers and analyses for common retirement strategies.

**401(k) Solutions**: According to the vendor, this feature aims to engage participants through personalized education that motivates them to take action. It also provides comprehensive one-on-one retirement planning for 401(k) participants.

**403(b) / 457 Solutions**: The vendor states that this feature calculates pension benefits, survivor options, and pension maximization for 403(b) and 457 plans. It also illustrates savings strategies specific to 403(b) and 457 plans as part of a holistic retirement plan.

**Federal Retirement Planning Solutions**: According to the vendor, this feature includes all-inclusive federal benefits calculations, covering FERS, CSRS, and CSRS Offset. It also integrates TSP (Thrift Savings Plan), FEGLI, and Federal Long-term Care.

**Participant Gap Report**: The vendor claims that this feature provides a rapid and visual analysis of a client's retirement needs, considering their retirement plan, Social Security, and additional assets and incomes.

**Contribution Analysis Report**: According to the vendor, this feature helps participants understand the impact of increasing their contributions on take-home pay and retirement goals.

**Paycheck Analysis**: The vendor states that this feature recreates a client's paycheck to illustrate how increasing 403(b) or 457 contributions will affect take-home pay.

**Batch Processing**: According to the vendor, this feature allows advisors to generate meaningful reports quickly, illustrating participants' contributions and their impact on retirement readiness.

**Roth Conversion**: The vendor claims that this feature illustrates how a Roth conversion affects clients' current and future retirement savings.

**Split Annuity**: According to the vendor, this feature calculates the income that can be generated from a lump sum value through a split annuity.

Basic

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HRIS

Time Tracking

Ben Admin

UZIO

The Retirement Analysis Kit

Benefits Administration Software automates the process of managing employee benefits and eligibility, including medical insurance, pension & retirement, and leave. Also included here are healthcare brokerages or marketplaces for use by employers and healthcare analytics platforms for decision optimization.

Benefits Administration

RetireReady Solutions

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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The Retirement Analysis Kit

Overview

What is The Retirement Analysis Kit?