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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Eliminate the complications and stress that come with juggling various vendors by allowing HealthEquity to take care of everything from start to finish. We will assist you in realizing cost efficiencies and accessing bundled pricing that is unrivaled. Picture a unified platform where all your requirements are conveniently consolidated. By selecting HealthEquity, you can experience a more efficient and expedited administrative process. Partner with a recognized leader in the industry to implement best practices while reducing costs. Simplify your workflows with seamless, no-cost integrations to your health plan, retirement provider, and payroll administrator. Transferring member files from any system or payroll vendor is a breeze, and we will manage bulk transfers automatically for you. Stay informed about forthcoming regulatory updates with timely notifications designed to help maintain compliance. Our team maintains ongoing communication with both state and federal policymakers to ensure you are always in the loop. With HealthEquity, you can focus on what truly matters—enhancing your organization's efficiency and effectiveness.

Description

The Retirement Analysis Kit (TRAK) stands out as a cutting-edge retirement software that has effectively assisted advisors in motivating individuals towards achieving retirement readiness. It addresses crucial queries clients may have regarding their retirement plans. By offering tailored education, TRAK inspires participants to take decisive steps towards their future. The software also facilitates thorough one-on-one retirement planning sessions, enabling the calculation of pension benefits, survivor options, and strategies for pension maximization. Additionally, it showcases savings strategies for 403(b) and 457 plans, integrating them into a comprehensive retirement strategy. TRAK prioritizes clients' best interests by delivering clear and transparent insights into popular retirement approaches. Have you ever dedicated significant resources to formulating a retirement plan for your clients, guided them through the details, only to witness their disinterest as they said, "We’ll think about it"? Experiences like these indicate a lack of effective connection with your clients, which TRAK aims to remedy through its engaging platform.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Healthee Yes 

Integrations

Healthee No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$500.00/year
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

HealthEquity

Founded

2002

Country

United States

Website

healthequity.com/employers

Vendor Details

Company Name

RetireReady Solutions

Founded

1986

Country

United States

Website

retireready.com

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration No 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management No 

Product Features

Benefits Administration

COBRA Administration No 
Claims Management No 
Deduction Management No 
Disability Insurance Administration No 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers No 
HIPAA Compliant No 
Health Insurance Administration No 
Life Insurance Administration No 
Online Benefits Enrollment No 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management Yes 

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