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The Retirement Analysis Kit Help File

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Navigation: TRAK Programs > Quick Gap Analysis

Frequently Asked Questions

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1.What does the "Side Fund" refer to?

2.When the client has a defined contribution account (such as a 401(k)), why does TRAK use the Side Fund for additional savings and not the client's account?

3.Can TRAK run illustrations for a client (or spouse) that does not have a retirement plan?

4.How can distributions from various accounts be controlled?

5.After adding additional savings that TRAK says is needed to solve for the shortfall, there is still a shortfall. Why?

6.How is Social Security calculated in TRAK?

7.Why aren't there missing retirement plans?

8.Can I print the "Retirement Years - Grid" in landscape?

9.Why are there so many California PERS pension plans?

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