Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Founded in 1981, ASC has been delivering cutting-edge and affordable retirement plan systems designed to enhance your competitiveness in a challenging marketplace. Our systems are crafted and backed by seasoned professionals in the retirement sector who truly grasp your requirements. With automated data integration, our solutions maximize efficiency and boost profitability. In addition to offering in-house installation, we also provide Cloud Platforms to cater to diverse client needs. Leveraging the latest technological advancements, our systems streamline document creation and management, allowing you to concentrate on achieving your objectives, serving your clients, and driving your business forward. ASC also delivers software, documentation, training, and support specifically tailored for TPAs and retirement plan experts. Our unlimited plan size capability ensures that we are a viable solution for both large corporations and small businesses alike. Notably, around half of all 401(k) participant accounts are managed using an ASC system, underscoring our impact in the industry. This commitment to innovation and service positions us as a leader in retirement plan solutions.
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
Integrations
No details available.
Integrations
No details available.
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
Actuarial Systems
Founded
1981
Country
United States
Website
www.asc-net.com
Vendor Details
Company Name
RetireReady
Country
Canada
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
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