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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

LifeWorks stands as a global frontrunner in both digital and face-to-face solutions aimed at enhancing the overall wellbeing of individuals. We offer a tailored spectrum of care that enables our clients to elevate the quality of life for their employees, ultimately benefiting their organizations. With a legacy that includes our previous name, Morneau Shepell, we have consistently prioritized the health, productivity, and financial stability of workers. Our services encompass a wide range of areas, including wellbeing, administrative support, health and productivity management, as well as retirement solutions. We take pride in our extensive knowledge and experience regarding workplace mental health, actuarial and retirement strategies, human resources and communication methodologies, alongside absence and disability management. As leading innovators in the field, we actively conduct research on emerging workplace trends and issues impacting employee wellbeing, sharing our valuable findings with clients to better support their workforce. Our commitment extends to fostering a culture of wellness that not only benefits individuals but also enhances organizational success.

Description

The Retirement Analysis Kit (TRAK) is a cutting-edge software solution designed specifically for retirement planning, showcasing a solid history of aiding advisors in fostering engagement and readiness for retirement among individuals. It addresses critical concerns that clients typically have regarding their retirement journey. By offering tailored educational content, TRAK empowers participants to take proactive steps towards their financial future. The software facilitates detailed one-on-one retirement planning sessions and computes pension benefits along with survivor options and pension maximization strategies. It also demonstrates savings strategies for 403(b) and 457 plans, ensuring a well-rounded approach to retirement planning. In addition, TRAK calculates comprehensive federal benefits including those under FERS, CSRS, and CSRS offset, while also integrating TSP, FEGLI, and long-term care for federal employees. By delivering clear and insightful analyses of common retirement strategies, TRAK enables advisors to act in the best interests of their clients. Ultimately, TRAK aids advisors in inspiring their clients and engaging participants through streamlined retirement planning solutions that make the process more approachable and efficient. This innovative software truly transforms the way retirement planning is approached, making it easier for both advisors and clients to navigate the complexities of retirement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dayforce
Teamstack

Integrations

Dayforce
Teamstack

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Morneau Shepell

Country

United States

Website

www.lifeworks.com

Vendor Details

Company Name

RetireReady

Country

Canada

Website

retireready.com

Product Features

Corporate Wellness

Activity Tracking
Employee Portal
Financial Wellness
Gamification
Goal Setting / Tracking
Health Coaching
Health Monitoring
Health Risk Assessment
Incentive Management
Program Management

Employee Communication Tools

Activity / News Feed
Audio / Video Conferencing
Blogs
Chat / Messaging
Employee Directory
Event Calendar
File Sharing
Knowledge Management
Newsletter Management
Surveys & Feedback

Employee Engagement

Benchmarking
Cultural Alignment
Employee Awards
Employee Guides
Employee Recognition
Feedback Management
Goal Management
Health & Wellness Programs
Performance Management
Pulse Surveys

Employee Recognition

Goals
Leaderboards / Activity Tracking
Manager-to-Peer Recognition
Mention Management
Nominations
Peer-to-Peer Recognition
Performance Management
Rewards Catalog
Rewards Points
Social Recognition
eCards

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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