RetireReady Solutions Blog

Welcome to the TRAK Retirement Planning Blog.

Ironmans and Financial Advisors

May 18, 2021 by Edward Dressel -

Recently I finished a Half Ironman Triathlon in St. George, Utah. It was a great race: swimming 1.2 miles, biking 56 miles, and then running the half-marathon, 13.1 miles. That’s 70.3 miles in total! The elevation gain of just over 4,400 feet had me contemplating quitting. At times, it felt like torture. But I finished, and for me, I finished...

Knowing the Why?

March 03, 2020 by Edward Dressel -

For better or for worse, knowing why something is a certain way can make a world of difference in how we approach it. For example, if you see a “Road Closed” sign and you believe it’s there because the local government likes to frustrate residents, you might decide to drive around the sign. However, if the real reason for the sign is that a...

Grow Retire Ready Clients Podcast

October 22, 2019 by Edward Dressel -

After 33 years of developing retirement planning software, answering support calls, attending trade shows, developing updates, and designing new tools, we thought it was time to start sharing many of the amazing stories we have encountered. Our passion to provide top of the line sales and planning tools is fueled by the knowledge that our...

Best FinTech Solution for 401k communication

September 05, 2019 by Edward Dressel -

Helping Advisors Build Trust with Clients

Dallas, OR : At the 2019 DC Genie Awards, 401kTV named RetireReady Solutions® the winner of the Employee Communication Award. The award recognizes excellence and innovation in the 401(k) industry, specifically for providing tools for advisors and plan sponsors to engage employees in their retirement...

Close the Gap Between Knowing and Doing

August 14, 2019 by Edward Dressel -

Americans know a lot. We have all the data to know that physical exercise is important, nutritious diets improve our health, distracted driving is a bad choice, and saving for retirement when we are younger is a great idea. However, roadblocks (often in the form of fear and uncertainty) frequently prevent us from acting on all that information.

Leverage Micro Plans for Macro Growth

July 02, 2019 by Edward Dressel -

I often speak with advisors, particularly in the 401(k) market, who pass over small accounts because they don’t believe they have enough profit potential. PLANADVISER’s 2019 Micro Plans Survey presents insights based on data gathered from 4,000 plans. One-third of these defined contribution plans have less than five million dollars in assets...

Don't Settle for Auto Enrollment—Push for Higher Contributions

February 13, 2019 by Edward Dressel -

A 2018 study by J.P. Morgan shows that automatic enrollment increases the number of Americans saving for retirement. This is an important step in the right direction, but are they saving enough? The 401(K) market space has significant room for higher AUM and participant engagement. Ready! Fire! Aim? 2018, a J.P. Morgan report correlates current...

Showing Projected Monthly Retirement Income Increases Plan Contributions

October 02, 2018 by Edward Dressel -

Plan advisors are always looking for good ways to motivate participants to increase their retirement plan contributions. There are many tactics to accomplish this ranging from advisor-driven approaches such as providing personalized retirement projections to plan-centric approaches like auto-escalation. New research from LIMRA’s Secure...

Plan Sponsors Focus on Retirement Readiness - But is it Enough?

August 15, 2018 by Edward Dressel -

Plan sponsors are finally focusing on the metrics that will help their employees better prepare for retirement. In Fidelity’s ninth edition of its Plan Sponsor Attitudes survey the survey revealed that retirement readiness is now top of mind for plan sponsors. The top concern of plan sponsors in 2018 is “Is the plan effectively preparing...

Changing Trends in 401(k) Litigation

May 14, 2018 by Edward Dressel -

We read about lawsuits brought against plan sponsors with increasing regularity. As one reads the stories trends begin to emerge regarding the causes of these lawsuits. This month, the Center for Retirement Research at Boston College released a study documenting the causes and consequences of 401(k) lawsuits. With over 100 new 401(k) related...


With a long history of working with corporate accounts of all sizes RetireReady Solutions will draw on our experience to help your advisors increase their sales through client education.

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