TRAK-Online How To Videos
TRAK-Online is constantly being updated with additional tools as we continually strive to be more efficient and effective when working with clients.
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-Online.
TRAK-Online Strategic Social Security
10:00 AM Pacific Time – Wednesday, February 28th, 2024
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 Gap Analysis Calculator. There will be a time for questions and answers.
TRAK-Online's Batch Processing
10:00 AM Pacific Time – Thursday, March 7th, 2024
This class will explain how to create Batch Gap and Contribution Analysis reports for plan participant groups and the Participant Benchmark report for plan sponsors. We will demonstrate the entire process from importing a census file, to configuring report options, to printing or saving the generated reports. There will be time for questions and answers.
TRAK-Online for Federal Employees
10:00 AM Pacific Time – Wednesday, March 13th, 2024
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.
Paycheck/1040 Analysis for TRAK-Online
10:00 AM Pacific Time – Wednesday, March 27th, 2024
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.
Intro to TRAK-Online Gap Analysis
10:00 AM Pacific Time – Thursday, April 4th, 2024
This class will cover the Gap Analysis’ data entry and calculations pages found in TRAK’s online portal. It will also include all aspects of generating in page calculations and the creation of reports that can be either emailed or generated online. This class is not intended for the seasoned user of our desktop version of TRAK. There will be a time for questions and answers.
TRAK-Online Roth Conversion & Interest Calculators
10:00 AM Pacific Time – Wednesday, May 22nd, 2024
This class will cover the New TRAK Online Roth Conversion Calculator along with our Interest Calculator. If time allows other tools may be highlighted.
Phone Support | 503-831-1111
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Monday – Thursday from 8:00 am – 3:30 pm
and Friday from 8:00 am – 12:00 pm (Pacific Time)
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