Feb 11, 2020 | Company News, TRAK
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...
Nov 6, 2019 | Financial Advisors, Retirement Planning Software, TRAK
The IRS released the 2020 contribution limits on November 6. Thank you for your efforts and time spent bettering the retirement outcomes of your clients! As you begin planning for the new year we wish you the best in the various markets you serve. Plan Type 2020...
Oct 22, 2019 | Financial Advisors, Podcasts
Retire Ready is starting a Podcast 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...
Sep 5, 2019 | 401(k), Company News, Financial Advisors, TRAK
FinTech Company Helping Advisors Build Trust with Clients Dallas, OR: At the 2019 DC Genie Awards, 401kTV named RetireReady Solutions® the winner of the Employee Communication Award. The FinTech award for employee communication recognizes excellence and innovation in...
Aug 22, 2019 | Financial Advisors, TRAK
Healthcare and your Finances For many young investors, coming to grips with their inevitable decline in health and escalation of healthcare expenses is difficult. Advisors know that clients who fail to factor long-term care and health-related costs into their...
