Helping Advisors prepare their clients for retirement since 1986.
Teachers face many challenges in the classroom, carefully balancing the demands placed on them. 403(b) Retirement planning advisors have an opportunity to serve them with wise guidance, helping them navigate the challenges of securing a quality retirement with ease and confidence.
Successful advisors actively engage participants and clients by understanding and addressing their specific circumstances. This approach prepares advisors to grow their businesses and prepares participants for retirement readiness. Find out how TRAK can help you achieve this individual approach.
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.
On June 5th, the Board of Trustees of the Social Security Trust Fund released their annual report. As you may expect, the report does not paint a rosy picture for the future of Social Security. Below are some take-aways from the report.
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.
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