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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 Brite?

Remove the ambiguity associated with benefit enrollment by implementing our decision support tool, which delivers tailored suggestions to each employee regarding their benefit selections. Showcase all available benefits without the necessity for extra live meetings, and leverage our vast collection of templates to either refine your communications or develop entirely new content. You can upload images, incorporate videos, and use HTML, along with adding custom buttons to complete your course effectively. Stay ahead by formulating questions that promote learning and self-guidance, thereby minimizing the frequency of repeated inquiries. Retain full command over every element of the platform, including logos, fonts, images, and videos, ensuring that your brand's identity and voice resonate effectively with users. Achieve seamless integration with your current communication channels, all benefits providers, and any HRIS or payroll vendors you may have. Enjoy rapid deployment, requiring no more than an hour for setup, which eliminates the need for lengthy implementations and fosters collaborative efforts throughout the process. This cutting-edge method not only simplifies enrollment but also significantly boosts employee engagement and comprehension of their benefits, ultimately leading to a more informed workforce. By creating an intuitive experience, employees can navigate their options with confidence and clarity.

Media

Media

Integrations Supported

Apple Mail
Microsoft Teams
Slack

Integrations Supported

Apple Mail
Microsoft Teams
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

$500.00/year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Brite

Company Website

getbritehr.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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