TRAK-403(b)/457
TRAK helps you simplify complex pension, 403(b) and 457 illustrations with easy to use solutions.
Quickly engage your clients to determine their retirement “Gap” and provide simple suggestions to help them answer their most important question:
“Am I ready for retirement?”
$1,395
TRAK-403(b)/457 allows advisors to engage public sector employees with quick and accurate retirement planning. TRAK-403(b)/457 includes tools to calculate pension benefits for over 600 state and local pension plans as well as a number of other tools to educate public sector employees. This software is licensed for one year to an individual.
Yearly software renewal fee is $735.
