Welcome to the TRAK Retirement Planning Blog
Helping Advisors prepare their clients for retirement since 1986.
Latest Articles
How to Build Client Relationships with Questions
Questions have a unique power and learning to be a better question asker can have a big impact on your personal and professional relationships.
Retiring Federal Clients May be Eligible for Additional Income
Federal employees working under the FERS retirement system may be eligible for an additional income benefit: the Special Retirement Supplement.
Changing Trends in 401(k) Litigation
We read about lawsuits brought against plan sponsors with increasing regularity. How can you prepare for changing trends in 401(k) Litigation?
Do Retirement Decumulation Assumptions Match the Data?
The key purpose of retirement planning and savings is to ensure a source of retirement income adequate to meet the needs of the individual throughout their lifetime.
Changing Retirement Plan Trends in the Healthcare Industry
As healthcare organizations move away from offering defined benefit plans and seek to find retirement benefits to offer to employees, certain trends emerge. Let’s look at some of the trends that came out in the Transamerica survey.
Tips for Matching a Paycheck in TRAK and TRAK-Online
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.
Plan Portal Design Trends Still Miss the Mark
Gone are the days of providing only the account balances and investment options, now participants can see nifty graphics, input goals, and see how different scenarios might affect their retirement. Plan portal design trends fall short of client expectations, see how TRAK can bridge this gap.
Better Participant Outcomes: The Solution
Advisor-driven education uses a three-pronged engagement process to connect personally with participants: Connect Internalize Initiate.
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