Remote work is becoming more and more a necessity. The needs we had yesterday are different than the ones we have today. The world is changing like never before.
Going Remote
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Welcome to the TRAK Retirement Planning Blog
Helping Advisors prepare their clients for retirement since 1986.
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TRAK
Knowing the Why?
For better or for worse, knowing why something is a certain way can make a world of difference in how we approach it. As advisors, understanding why can help us address our clients’ questions.
TRAK 2020: A Bit Late—But Nothing Like the Iowa Caucuses
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.
IRS 2020 Contribution Limits
The IRS released the 2020 contribution limits on November 6. Thank you for your efforts and time spent bettering the retirement outcomes of your clients! As you begin planning for the new year we wish you the best in the various markets you serve.
Best FinTech Solution for 401k communication
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.
Financial Advice Meets Healthcare Awareness
For many young investors, coming to grips with their inevitable decline in health and escalation of healthcare expenses is difficult. Advisors know that clients who fail to factor long-term care and health-related costs into their retirement plans are in for a rude awakening.
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