Custom Retirement Plan Prompts

Custom Prompts for Specific Retirement Plans

Some retirement plans may have prompts specific to the plan. For example, California STRS has a defined benefit supplement account that is included in the pension system which requires additional data entry to be made. TRAK will display the prompts below the other pension plan prompts. For prompts that may not be self explanatory additional help may be provided when a a small help icon (windows7_general_help_16) is displayed to the right of the editor.


Placing the cursor over the help icon will display additional information about the prompt.