TRAK Desktop Support
TRAK Training Videos
Getting Started
Popular Webinars
TRAK Features
TRAK User Maunual
TRAK is constantly being updated with additional tools as we continually strive to be more efficient and effective when working with clients.
Training Schedule
Our training webinars are free for registered users of the retail version of TRAK. The webinars cover different topics all aimed at helping you grow more proficient with TRAK for your Windows Computer.
TRAK Gap Analysis: Calculations
This class will cover the Gap Analysis' calculations pages found in "Calculation" tabs in TRAK, and working with various retirement scenarios. The printing options will also be covered. There will be a time for questions and answers.
TRAK Paycheck/1040 Analysis
This class will explain how to use the Paycheck calculator, including the Projection and 1040 Tax Analysis modules. We will also show how to match a client's paycheck, illustrate effects of various qualified plan contributions on take-home pay. This class also will cover how to use the Projections module to illustrate growth of contributions to retirement and distributions during retirement; and how to use the 1040 Tax Analysis module to find additional investment dollars for retirement. There will be time for questions and answers.
TRAK Quick Gap Calculator
The Quick Gap Calculator will quickly illustrate a client's retirement income shortfall (gap) and the amount of additional savings needed. Quick Gap training will include the data input, working with both defined contribution (e.g. 401k) and defined benefit (e.g. STRS/PERS) plans, accessing other accounts and understanding the calculation pages. There will be time for questions and answers.
TRAK Strategic Social Security
The Strategic Social Security Calculator shows the best alternatives for planning a client and their spouse's options for starting their Social Security. The class will cover the data entry, selecting scenarios, and then comparing scenarios for the best options. We will also go over how to integrate Social Security with a retirement needs analysis in TRAK's Quick Gap or Gap Analysis Calculators. There will be a time for questions and answers.
TRAK for Federal Employees
This class will cover how to illustrate your clients federal benefits in the FERS, CSRS, or CSRS with offset plans in TRAK. In addition to the above we will also cover entering a clients Thrift Savings Plan, FEGLI, and the Federal LTC Insurance. There will be a time for questions and answers.
Support Services
Phone Support | 503-831-1111
Our support team is available
Monday – Thursday from 8:00 am – 3:30 pm
and Friday from 8:00 am – 12:00 pm (Pacific Time)
Email our Support Team
Use this form to contact our support team, or email support directly at support@retireready.com