TRAK 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 for your Windows Computer.
Quick Gap Calculator
10:00 AM Pacific Time – Wednesday, February 21st, 2024
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.
Strategic Social Security
10:00 AM Pacific Time – Wednesday, March 6th, 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 Quick Gap or Gap Analysis Calculators. There will be a time for questions and answers.
TRAK for Federal Employees
10:00 AM Pacific Time – Wednesday, March 20th, 2024
TRAK’s Gap Analysis tool is an excellent tool for engaging federal employees! TRAK can illustrate CSRS, CSRS-Offset and FERS, along with TSP, FEGLI and Federal LTC insurance. This session will focus on how to use TRAK with federal employees, and provide them with a retirement benefit analysis.
10:00 AM Pacific Time – Wednesday, April 3rd, 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.
Gap Analysis: Data Entry
10:00 AM Pacific Time – Wednesday, April 17th, 2024
This session will focus on the Data Entry tab pages of the Gap Analysis Calculator. This will include: setting up the client and spouse, working with the various types of retirement plans (public pension systems, including state and federal, and defined contribution systems, including generic and custom). The class will also discuss working with additional accounts, and using the retirement income models. There will be time for questions and answers.
Gap Analysis: Calculations
10:00 AM Pacific Time – Thursday, April 18th, 2024
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.
10:00 AM Pacific Time – Wednesday, May 1st, 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.
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and Friday from 8:00 am – 12:00 pm (Pacific Time)
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