RetireReady Solutions Blog

Welcome to the TRAK Retirement Planning Blog.

TRAK 2020: A Bit Late—But Nothing Like the Iowa Caucuses

February 11, 2020 by Edward Dressel -

Those of you who have been using The Retirement Analysis Kit for years may have noticed that our 2020 release happened later than usual. We strive to release updates by mid-January, but this year the street release was on January 21 and the corporate updates went out on February 3.

We received a few phone calls from users who wanted to receive...

RetireReady Partnering with ARA and NTSA to Benefit Advisors, Participants

January 23, 2019 by Edward Dressel -

Dallas, OR (January 23, 2019) — RetireReady Solutions® is kicking off the new year by announcing its new partnership with the National Tax-Deferred Savings Association (NTSA), a member of the American Retirement Association (ARA). Through the partnership, RetireReady will support the launch of NTSA’s Certified Retirement Education Specialist...

TRAK Introduces Custom Glide Path Functionality

January 22, 2019 by Edward Dressel -

Assisting clients or plan participants in their pursuit of retirement readiness requires effective, engaging tools that empower your interactions. Visual aids are particularly effective, but they must strike the proper balance between adequate data and simplicity.  Keeping illustrations easy to understand engages the individual and expedites...

New TRAK Features - Fall 2018

September 17, 2018 by Edward Dressel -

Our industry is constantly changing and here at RetireReady, we are also constantly looking at ways to improve our solutions. Our goal is to be continually improving to help our advisors be more efficient, help more people, and grow their businesses. We have recently introduced a number of new features in TRAK and have created a brief video...

Illustrating Stretch IRAs in TRAK-Online

April 03, 2018 by Edward Dressel -

Advisors to high net worth families work hard to help their clients minimize their taxes and ensure that the fruits of their hard work, their assets, can be passed on to younger generations. One strategy for transferring wealth to younger generations and reducing tax liability is to use a “stretch IRA” strategy. This strategy involves naming...

Trust Builders is now RetireReady Solutions!

August 09, 2017 by Edward Dressel -

Drumroll, please! I am very excited to announce our new company name and logo:

2016...it wasn't all bad!

January 10, 2017 by Edward Dressel -

The passing of the old year into the new gives us all a chance to reflect on the past year and to anticipate what lies ahead. Companies are not much different in this regard. Trust Builders is committed to constant improvement of our retirement planning software and as we review 2016 we are proud of the many changes and improvements over the...

   

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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