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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Eliminate the complications and stress that come with juggling various vendors by allowing HealthEquity to take care of everything from start to finish. We will assist you in realizing cost efficiencies and accessing bundled pricing that is unrivaled. Picture a unified platform where all your requirements are conveniently consolidated. By selecting HealthEquity, you can experience a more efficient and expedited administrative process. Partner with a recognized leader in the industry to implement best practices while reducing costs. Simplify your workflows with seamless, no-cost integrations to your health plan, retirement provider, and payroll administrator. Transferring member files from any system or payroll vendor is a breeze, and we will manage bulk transfers automatically for you. Stay informed about forthcoming regulatory updates with timely notifications designed to help maintain compliance. Our team maintains ongoing communication with both state and federal policymakers to ensure you are always in the loop. With HealthEquity, you can focus on what truly matters—enhancing your organization's efficiency and effectiveness.

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

Screenshots View All

Screenshots View All

Integrations

Healthee

Integrations

Healthee

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

HealthEquity

Founded

2002

Country

United States

Website

healthequity.com/employers

Vendor Details

Company Name

RetireReady Solutions

Founded

1986

Country

United States

Website

retireready.com

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

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

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