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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 Picwell DX?

Picwell is dedicated to empowering individuals to make well-informed decisions regarding their employee benefits. The platform equips HR and Benefits teams with essential tools and insights necessary for making strategic, long-term choices. Employees can access customized, intelligent guidance on benefits from any device at any time, ensuring they are well-informed. By assisting them in selecting the most suitable medical plans, Picwell enables each employee to find a health plan tailored to their individual health needs, preferences, and risk tolerance within just a few minutes. The interactive Health Savings Account (HSA) module provides engaging educational resources, leading to enhanced understanding among employees. Additionally, Picwell DX can be tailored to extend beyond medical options, offering personalized educational modules on a wide range of supplemental benefits, including dental insurance, voluntary benefits, 401(k) plans, and various wellness initiatives, thereby maximizing employee engagement and satisfaction. Ultimately, Picwell aims to revolutionize the way employees approach their benefits, fostering a culture of informed decision-making and holistic well-being.

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

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

Picwell

Company Location

United States

Company Website

www.picwell.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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