Whether you are brand new to TRAK retirement planning software or a seasoned user just trying to learn something new, we are pleased to offer a variety of support and training resources to you to help you get comfortable with the software. I want to run down all the options that are available to you.

Plan sponsors are finally focusing on the metrics that will help their employees better prepare for retirement. In Fidelity’s ninth edition of its Plan Sponsor Attitudes survey, the survey revealed that retirement readiness is now top of mind for plan sponsors.

One of the purposes of The Retirement Analysis Kit (TRAK) and TRAK-Online software is to reduce the complexity of financial planning – a solution to help advisors with the many complex calculations and illustrations while producing results that clients can easily understand. Nowhere is this more helpful than working with pension plans, which bring their complications.

For better or for worse, knowing why something is a certain way can make a world of difference in how we approach it. As advisors, understanding why can help us address our clients’ questions.

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.

Helping people get engaged in their retirement planning is much easier than you might think—you just have to keep it really simple. Getting clients motivated about retirement when they are young, well before age 85, can become a passion as well.

Last week Vanguard released its report How America Saves 2017 (removed by vanguard pressroom, archived copy provided). Some of the most interesting pieces of the report centered on data on the increase in automatic 401(k) features such as auto-enrollment and auto-escalation, default investment...