TRAK

TRAK

RetireReady
+
+

Related Products

  • Zil Money
    605 Ratings
    Visit Website
  • Rippling
    18,672 Ratings
    Visit Website
  • Time Tracker by eBillity
    3,431 Ratings
    Visit Website
  • Folks
    150 Ratings
    Visit Website
  • TriNet
    854 Ratings
    Visit Website
  • Buddy Punch
    1,640 Ratings
    Visit Website
  • HR Partner
    193 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Deltek Replicon Time
    1,324 Ratings
    Visit Website
  • CareLineLive
    174 Ratings
    Visit Website

About

The easy, affordable 401(k) for small business. Retirement plans done right We’re on a mission to help every small business offer a 401(k). And to help participants create a retirement they can look forward to. We sync with popular payroll providers, take care of plan administration, and offer low-cost mutual funds. And unlike many 401(k) providers, we don’t charge any additional fees on investments. How we're different. We do the administration, compliance testing, and recordkeeping to make your job easy. Fully bundled. We do the heavy lifting—from plan administration and employee onboarding, to compliance testing, government filing, and recordkeeping. Features. Predictable pricing. We charge one all-inclusive fee, starting at $39/mo + $8/mo per participating employee—without any added investment fees or setup fees. Pricing details. Full payroll integration. We are fully integrated with top payroll providers to automatically sync employee data and payroll deferrals

About

The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. All-inclusive federal benefits calculations including FERS, CSRS, CSRS offset. Also includes TSP, FEGLI integration, and Federal long-term care. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. TRAK software helps advisors motivate their clients and engage their participants with solutions that simplify retirement planning.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses looing for a flexible software to facilitate provisioning of 401k to their employees

Audience

Advisors and organizations seeking a solution to simplify their retirement planning operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 2.7 / 5
ease 3.3 / 5
features 2.7 / 5
design 2.3 / 5
support 2.7 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Guideline
United States
www.guideline.com

Company Information

RetireReady
Canada
retireready.com

Alternatives

Alternatives

Milliman MARC

Milliman MARC

Milliman
NaviPlan

NaviPlan

Advicent
Avenu CPAS

Avenu CPAS

Avenu Insights

Categories

Categories

Integrations

BambooHR
OnPay

Integrations

BambooHR
OnPay
Claim Guideline and update features and information
Claim Guideline and update features and information
Claim TRAK and update features and information
Claim TRAK and update features and information