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What is The Retirement Analysis Kit (TRAK)?

The Retirement Analysis Kit (TRAK) is an innovative software solution designed to aid advisors in encouraging individuals to become retirement-ready. It effectively tackles essential questions that clients often have regarding their retirement strategies. By providing personalized educational resources, TRAK motivates users to take proactive steps toward their future. The platform also supports in-depth one-on-one retirement planning sessions, allowing for the calculation of pension benefits, survivor options, and methods for maximizing pensions. Moreover, it presents savings strategies for 403(b) and 457 plans, weaving them into an all-encompassing retirement approach. TRAK emphasizes the importance of clients' best interests by offering clear and straightforward insights into common retirement strategies. Have you ever invested a substantial amount of time and effort in crafting a retirement plan for your clients, only to be met with indifference as they responded, "We’ll think about it"? Such experiences reveal a gap in effective engagement with your clients, a gap that TRAK is determined to fill with its interactive and user-friendly platform, ensuring that individuals not only understand but also feel inspired to act on their retirement plans.

What is Abenity?

Abenity boosts the disposable income of your employees by providing discounts that could result in savings exceeding $4,500. This strategy resembles a global raise without the financial strain that typically accompanies annual salary increases. This is especially important as approximately half of the nation's workforce is currently worried about their financial well-being! In fact, this suggests that nearly 50% of your employees are under the pressure of financial stress right now, which leads to more than $500 billion in yearly productivity losses for businesses. While discovering reliable ways to save money is crucial, the journey can often feel daunting. With limited merchant accountability, employees often spend excessive time searching for discounts, risking their privacy, and rarely finding significant deals. Abenity effectively resolves these challenges. For over a decade, Abenity’s employee discount initiatives have provided meaningful savings to millions of users, making it easier than ever to achieve financial relief. This dedication to dependable savings not only promotes a financially secure workforce but also enhances the overall productivity and morale within organizations. By prioritizing employee well-being, Abenity ensures a win-win scenario for both staff and employers.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$500.00/year
Free Trial Offered?
Free Version

Pricing Information

$350 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RetireReady Solutions

Date Founded

1986

Company Location

United States

Company Website

retireready.com

Company Facts

Organization Name

Abenity

Company Location

United States

Company Website

abenity.com

Categories and Features

Benefits Administration

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

Categories and Features

Benefits Administration

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

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