The Retirement Analysis Kit (TRAK)
The Retirement Analysis Kit (TRAK) empowers financial advisors to transform retirement planning into an engaging educational experience. By answering client questions about various retirement plans, calculating pension benefits, and illustrating savings strategies, TRAK fosters meaningful connections, enabling clients to take actionable steps toward their retirement goals. Its user-friendly interface simplifies complex topics, ensuring clients clearly understand their options.
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Top The Retirement Analysis Kit (TRAK) Features
- Personalized participant education
- Comprehensive one-on-one planning
- Pension benefits calculations
- Survivor options analysis
- Pension maximization strategies
- Holistic retirement planning
- 403(b) savings illustrations
- 457 plan savings strategies
- All-inclusive federal benefits calculations
- FERS
- CSRS
- CSRS Offset integration
- TSP integration
- FEGLI integration
- Federal Long-term Care support
- Visual engagement reports
- Interactive retirement goal simulations
- Efficient client communication tools
- Transparent retirement strategy analyses
- Actionable retirement readiness metrics
- Advisor-client collaboration features
- Proven track record of success
