Why are Americans not engaging financial advisors more readily? If helping individuals were a matter of having extensive information and sharing it with those who are less informed, advisors would be in a great position to help Americans. While this question is simple, the answer is complex.

We read about lawsuits brought against plan sponsors with increasing regularity. How can you prepare for changing trends in 401(k) Litigation?

After 33 years of developing retirement planning software, answering support calls, attending trade shows, developing updates, and designing new tools, we thought it was time to start sharing many of the amazing stories we have encountered. So we started a podcast to let advisors tell their stories.

How do you feel when a client doesn’t take your advice? You clearly presented and explained everything to your client, only to hear “OK, let me think about it.” Simply put, you will win over more of your clients when you focus on engagement and education.

Those of you who have been using The Retirement Analysis Kit for years may have noticed that our 2020 release happened later than usual. We strive to release updates by mid-January, but this year the street release was on January 21 and the corporate updates went out on February 3.

RetireReady Solutions believes education is the key to navigating the challenges of guiding clients through retirement years, helping young Americans establish a secure financial future, and increasing AUM for advisors through higher contributions.

TRAK’s Matching Paycheck Tool is available in both TRAK and TRAK-Online, this is a powerful calculator because when configured correctly you can match a client’s paystub, often down to the penny.