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The Retirement Analysis Kit Help File

Importing from TRAK Database allows for importing some, or all, client data from either a different TRAK database or a backup of a database.

There is a five step process to load the list of clients:

1.Select the database or backup from which to import the client files.

2.Select which client files to import.

3.Determine the employer setting.

4.Enter a name for the group of data to be imported.

5.Click the 'Import' button.