RetireReady Solutions Blog

Welcome to the TRAK Retirement Planning Blog.

Going Remote

March 24, 2020 by Edward Dressel -

The needs we had yesterday are different than the ones we have today. COVID-19 is rattling the stock markets, shuttering schools, quashing March Madness, upending travel plans, and introducing terms like “social distancing.” The world is changing like never before.

As we collectively prepare to “hunker down,” telecommuting offers a way to...

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...

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...

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...

Tips for Matching a Paycheck in TRAK and TRAK-Online

December 04, 2017 by Edward Dressel -

One of our most popular and powerful calculators is the Paycheck Calculator. This calculator, available in both TRAK and TRAK-Online, is powerful because when configured correctly you can match a client’s paystub, often down to the penny. Why is this so powerful? Because when you can recreate a client’s paycheck it allows them to see how...

Eight Resources to Help You Use TRAK Like a Pro

May 08, 2017 by Edward Dressel -

Whether you are brand new to TRAK retirement planning software or a seasoned user just trying to learn something new, we are pleased to offer a variety of support and training resources to you to help you get comfortable with the software. I want to run down all the options that are available to you.

   

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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