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Helping Advisors prepare their clients for retirement since 1986.
Latest Articles
Survey on 403b Provider Options Reveals Surprising Results
New 403b plan survey data released today by the National Tax-Deferred Savings Association reveals that increased participation and contribution rates actually increase with the number of provider options offered to participants.
How to Increases Plan Contributions
Showing Projected Monthly Retirement Income Increases Plan Contributions Plan advisors are always looking for good ways to motivate participants to increase their retirement plan contributions. There are many tactics to accomplish this ranging from advisor-driven...
New TRAK Features – Fall 2018
We have recently introduced a number of new features in TRAK and have created a brief video illustrating a few of these new additions to the software.
Five Congressional Retirement Bill Highlights
While it seems that there is little that Republicans and Democrats see eye to eye on, one area of bi-partisan agreement centers on retirement reform. Many Americans are in dire financial straits and a potential retirement crisis looms in the future…
Calculating Federal Deposit and Redeposit Service
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.
Plan Sponsors Focus on Retirement Readiness – But is it Enough?
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.
40 Open-Ended Questions to Engage Your Clients
Open-Ended Questions hold a special power of engagement which can help build rapport and trust between people. I think most people get this instinctively and, as we wrote recently, there are studies that reveal the unique strengths of asking questions.
Take-Aways from the Social Security Trustees’ Report
On June 5th, the Board of Trustees of the Social Security Trust Fund released their annual report. As you may expect, the report does not paint a rosy picture for the future of Social Security. Below are some take-aways from the report.
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