Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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.

Description

Integrating our pension solutions with our human resources management support streamlines your operations by minimizing the number of contacts and cutting down on administrative tasks. This creates synergies that enhance your resource efficiency and lead to cost savings. Our services are characterized by security, availability, ease of use, and support for multiple languages including French, German, and English. With just a few clicks, both your employees and HR team can access their designated areas anytime, enabling them to enter, review, project, and modify salary, absence, and pension information seamlessly. This level of accessibility not only empowers your workforce but also enhances overall organizational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$500.00/year
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

RetireReady Solutions

Founded

1986

Country

United States

Website

retireready.com

Vendor Details

Company Name

Trianon

Founded

1997

Country

Switzerland

Website

www.trianon.ch/en/our-services/hr-services

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 

Product Features

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management No 
Benefits Management Yes 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database No 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management Yes 
Performance Management Yes 
Recruiting Management No 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management No 
Timesheets No 
Training Management No 

Alternatives

Alternatives

PX3000 Reviews

PX3000

Penad Pension Services
TRAK Reviews

TRAK

RetireReady
PensionGold Reviews

PensionGold

Levi, Ray & Shoup
Milliman MARC Reviews

Milliman MARC

Milliman