Welcome to the TRAK Retirement Planning Blog
Helping Advisors prepare their clients for retirement since 1986.
Latest Articles
IRS 2020 Contribution Limits
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.
Grow Retire Ready Clients 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 encountered. So we started a podcast to let advisors tell their stories.
Best FinTech Solution for 401k communication
At the 2019 DC Genie Awards, 401kTV named RetireReady Solutions® the FinTech winner of the Employee Communication Award. Recognizing excellence and innovation in the 401(k) industry, specifically for providing tools for advisors and plan sponsors to engage employees in their retirement journey.
Financial Advice Meets Healthcare Awareness
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 retirement plans are in for a rude awakening.
Close the Gap Between Knowing and Doing
Americans know a lot. We have all the data to know that physical exercise is important, nutritious diets improve our health, distracted driving is a bad choice, and saving for retirement when we are younger is a great idea. However, roadblocks (often in the form of fear and uncertainty) frequently prevent us from acting on all that information.
What’s the Value of Financial Advice?
Agreeing on the value of financial advice may seem easy given the wealth of information available on the internet. Yet the findings of a recent Morningstar survey reveal ample opportunities for advisors and investors to get on the same page.
Adapting Fee Structures to Meet Shifting Investor Expectations
Are you one of the 52% of advisors who have changed their fee structure within the past four years? Research from the SEI Advisor Network has revealed a notable shift in the attitudes of both advisors and consumers.
Five Myths to Reconsider about Advising Federal Employees
Some retirement advisors are unaware of the benefits of serving federal employees, while others choose not to work in the federal market. By doing so, they are leaving tremendous opportunities untapped. In this article, I explore five myths that too often discourage advisors from working with federal employees.
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