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 (NTSA), a member of the American Retirement Association (ARA).
Assisting clients or plan participants in their pursuit of retirement readiness requires effective, engaging tools that empower your interactions. Visual aids are particularly effective, but they must strike the proper balance between adequate data and simplicity. ...
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.
Advisors to high net worth families work hard to help their clients minimize their taxes and ensure that the fruits of their hard work, their assets, can be passed on to younger generations.
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