Helping Advisors prepare their clients for retirement since 1986.
Those of you who have been using The Retirement Analysis Kit for years may have noticed that our 2020 release happened later than usual. We strive to release updates by mid-January, but this year the street release was on January 21 and the corporate updates went out on February 3.
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.
RetireReady Solutions® is kicking off the new year by announcing its new partnership with the National Tax-Deferred Savings Association or NTSA, a member of the American Retirement Association or ARA.
The newest feature of TRAK 2019, a fully customizable Glide Path, easily overcomes this problem. A Glide Path allows the rate of return to lower as a client nears retirement. This new feature, found within the Deluxe Desktop Version of the Quick Gap calculator, is easy to configure and implement.
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.
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.
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