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Description
Our 401(k) plans are structured to reduce the expenses associated with retirement benefits, allowing you to maximize your savings. Whether you’re a small enterprise initiating your inaugural 401(k) plan or a more established company aiming to cut costs and enhance your services, we are dedicated to meeting your needs. Discover the advantages of tax savings and increased annual contribution limits available with a 401(k). Make your investments more economical with our selection of premium investment options. Enjoy the possibility of reducing taxes for both yourself and your business. We provide tailored 401(k) plans, accommodating everyone from self-employed individuals to businesses with up to 100 employees. As you save for retirement, you can simultaneously reduce your tax burdens. Utilize the expertise of ShareBuilder Advisors and the support of Customer Success Managers to guide you. If you’re new to offering a 401(k) plan for your business, a brief online search can quickly direct you to the necessary aspects you should consider when selecting a 401(k) provider, such as services, costs, and investment opportunities that are crucial for your success. Here’s some valuable information to assist you in this journey. Additionally, taking the time to understand the features of our plans can empower you to make informed decisions for your future.
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
No details available.
Integrations
No details available.
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
ShareBuilder 401k
Founded
2005
Country
United States
Website
www.sharebuilder401k.com
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
