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Description
Our retirement plan solutions offer a range of advantages, from straightforward plan management and impartial investment options to fiduciary services, efficient plan setup, and time-saving solutions that truly make a difference. ADP is dedicated to preparing participants for retirement by equipping your employees with essential tools, enabling them to conveniently plan for their financial future. With a user-friendly mobile enrollment system that allows participants to sign up from anywhere at any time, along with the MyADP Retirement Snapshot calculator which provides tailored estimates of retirement savings based on individual responses, we are continually innovating to enhance the experience for both you and your employees. Additionally, timely and targeted messaging ensures that participants receive crucial information as needed. It is vital to make informed investment decisions for the success of your retirement plan, and we are here to support you in achieving that goal. Our commitment to ongoing improvement and adaptability in our services underscores our focus on your needs and those of your employees.
Description
The Retirement Analysis Kit (TRAK) stands out as a cutting-edge retirement software that has effectively assisted advisors in motivating individuals towards achieving retirement readiness. It addresses crucial queries clients may have regarding their retirement plans. By offering tailored education, TRAK inspires participants to take decisive steps towards their future. The software also facilitates thorough one-on-one retirement planning sessions, enabling the calculation of pension benefits, survivor options, and strategies for pension maximization. Additionally, it showcases savings strategies for 403(b) and 457 plans, integrating them into a comprehensive retirement strategy. TRAK prioritizes clients' best interests by delivering clear and transparent insights into popular retirement approaches. Have you ever dedicated significant resources to formulating a retirement plan for your clients, guided them through the details, only to witness their disinterest as they said, "We’ll think about it"? Experiences like these indicate a lack of effective connection with your clients, which TRAK aims to remedy through its engaging platform.
API Access
Has API
API Access
Has API
Integrations
ClearCompany
ClockShark
Deputy
Docufree
Homebase
Jobvite
Microsoft Teams
Oracle Fusion Cloud ERP
OrgChart
QuickBooks Online
Integrations
ClearCompany
ClockShark
Deputy
Docufree
Homebase
Jobvite
Microsoft Teams
Oracle Fusion Cloud ERP
OrgChart
QuickBooks Online
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$500.00/year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ADP
Founded
1949
Country
United States
Website
www.adp.com/what-we-offer/benefits/retirement/401k.aspx
Vendor Details
Company Name
RetireReady Solutions
Founded
1986
Country
United States
Website
retireready.com
Product Features
Product 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
