Welcome to the TRAK Retirement Planning Blog
Helping Advisors prepare their clients for retirement since 1986.
Latest Articles
Better Participant Outcomes: The Problem
Advisors need to understand participant apathy, including its causes and potential solutions. Doing so can help advisors grow their business while better serving their clients. Understanding this provides better participant outcomes.
Report Service for Plan Advisors
We are pleased to announce a new report service for plan advisors, we will create and even distribute the personalized participant reports for advisors who would like to outsource this process.
Many Employees Making Early Withdrawals from Retirement Accounts
In 2017, nearly one-third of employees withdrew funds from a retirement account for expenses other than retirement. That is the data presented by PwC in their 2017 Employee Financial Wellness Survey. If this survey is representative of the general population then this should be cause for concern.
Connecting Your Clients to the Data
When advisors help clients connect to the data, both historically and in their daily context, they will deepen the client’s understanding and instill confidence to move forward. What’s more, helping clients connect to the data is an important aspect of fiduciary education.
Secret to Better Client Engagement and Fiduciary Relationships
How do you feel when a client doesn’t take your advice? You clearly presented and explained everything to your client, only to hear “OK, let me think about it.” Simply put, you will win over more of your clients when you focus on engagement and education.
Trust Builders is now RetireReady Solutions!
For over a decade, the Trust Builders name has reflected our commitment to helping advisors build trust through retirement education. Our new name, RetireReady Solutions, clarifies that purpose for those who do not know us yet.
Best Interest Transparency
Despite the obvious need for financial help, many Americans are hesitant to meet with a financial advisor or, if they do meet with an advisor, fail to act on the advice provided to them. Why this dichotomy? If people know they need advice, why do they fail to seek it...
Fiduciary Tech Helps Serve Clients’ Best Interests
Fiduciary Tech Helps Serve Clients' Best Interests The merry-go-round surrounding the fate of the fiduciary rule took another turn as Labor Secretary Alexander Acosta announced that the agency would not extend the delay of the rule any further. Specifically, on June...
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