+
+

Related Products

  • NaviPlan
    Visit Website
  • TriNet
    854 Ratings
    Visit Website
  • Native Teams
    599 Ratings
    Visit Website
  • Awardco
    11,949 Ratings
    Visit Website
  • Rippling
    18,672 Ratings
    Visit Website
  • Monarch Money
    5 Ratings
    Visit Website
  • Logility
    401 Ratings
    Visit Website
  • Time To Pet
    305 Ratings
  • Houzz Pro
    23,223 Ratings
    Visit Website
  • FDM4
    1 Rating
    Visit Website

About

The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people toward 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. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. Have you ever spent the time and effort to create a retirement plan for your clients, walked them through the plan only to see their eyes glaze over, and responded with “We’ll think about it”? In meetings like these, you are not connecting well with your clients.

About

Track participant data, interface with payroll and HRIS systems, calculate benefits, produce worksheets & retirement packets and provide an employee self-service site that allows participants to review their pension data as well as model their retirement benefits. Provides HR administration capabilities to payroll providers to augment their payroll offering. Includes real-time bi-directional data exchange through a RESTFul API with their payroll database. Track the vaccination and testing status of employees and store documents with proof of vaccine/tests. Robust reporting across the user base. Automated notifications as well as a self-service portal. All of our clients are running on the current version of our core application which allows our implementation teams to create robust applications that are proven and reliable in both the public and private sectors.

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

Advisors that want to engage and motivate people towards retirement readiness

Audience

Companies searching for a benefits and HR administration software

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

$500.00/year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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

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

RetireReady Solutions
Founded: 1986
United States
retireready.com

Company Information

hrMecca
Founded: 2006
United States
www.hrmecca.com

Alternatives

TRAK

TRAK

RetireReady

Alternatives

Milliman MARC

Milliman MARC

Milliman
Paychex Flex

Paychex Flex

Paychex
Milliman MARC

Milliman MARC

Milliman
PX3000

PX3000

Penad Pension Services

Categories

Categories

Benefits Administration Features

Claims Management
COBRA Administration
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
Flexible Spending Accounts
FMLA Administration
For Brokers
For Employers
FSA Administration
Health Insurance Administration
HIPAA Compliant
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Benefits Administration Features

Claims Management
COBRA Administration
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
Flexible Spending Accounts
FMLA Administration
For Brokers
For Employers
FSA Administration
Health Insurance Administration
HIPAA Compliant
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Integrations

No info available.

Integrations

No info available.
Claim The Retirement Analysis Kit (TRAK) and update features and information
Claim The Retirement Analysis Kit (TRAK) and update features and information
Claim hrMecca and update features and information
Claim hrMecca and update features and information