Welcome to the TRAK Retirement Planning Blog
Helping Advisors prepare their clients for retirement since 1986.
Latest Articles
Industry Giant Vanguard Releases DC Plan Report
Last week Vanguard released its report How America Saves 2017 (removed by vanguard pressroom, archived copy provided). Some of the most interesting pieces of the report centered on data on the increase in automatic 401(k) features such as auto-enrollment and...
Financial Wellness: Opportunity or Current Fad?
Financial wellness is one of the key buzzwords in our industry right now. While many are talking about it, what trends do we see on the ground? Is there a uniform understanding of what financial wellness is? Do plan sponsors want it and is it making a difference to participants?
New Budget Proposes Cuts to Federal Retirement Plans
To the plethora of polarizing issues coming out of Washington, why not add federal employee retirement benefits to the mix! It is no secret that federal employees enjoy a job security and retirement package that is unrivaled in the private sector. Some see these...
IRA Savings Trends and the Need for Advisors
Individual Retirement Accounts (IRA) make up a quarter of all retirement assets. What do we know about these accounts and the behaviors of IRA account holders? Where can advisors offer important guidance to account owners? Fortunately, new studies can help answer...
What Does Delayed Retirement Cost Employers?
While much has been written about the general lack of retirement readiness among the workforce, there are other costs to this retirement crisis that receive less attention. Delayed worker retirement can have high costs for plan sponsors as well, another reason why it is in plan sponsors’ interests to provide a well-designed retirement plan and encourage employees to participate.
Eight Resources to Help You Use TRAK Like a Pro
Whether you are brand new to TRAK retirement planning software or a seasoned user just trying to learn something new, we are pleased to offer a variety of support and training resources to you to help you get comfortable with the software. I want to run down all the options that are available to you.
Plan Advisors: Don’t Be a Commodity!
Advising plan sponsors and participants is a rewarding job but, in the changing qualified plan landscape, it can be increasingly difficult to win news plans. On one side, plan sponsors are feeling the heat from recent litigation focusing on fiduciary duties, fees,...
How to Increase Your AUM with Your Current Participants
You can dramatically increase your AUM just by helping your current participants find their accounts from previous employers and roll them into the plan.
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