Trust Builders

The Retirement Analysis Kit


Who Uses This Software?

TRAK is effective in the 401(k), 403(b)/457 and the Federal markets in one-on-one client meetings and with plan participant groups.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $500.00/year
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Trust Builders
  • www.asktrak.com/
  • Founded 1986
  • United States

About The Retirement Analysis Kit

Our flagship product, The Retirement Analysis Kit (TRAK), is financial planning software designed specifically for advisors. TRAK is efficient and effective for educating participant groups and one-on-one with clients. Whether you work in the 401(k), 403(b), 457 or federal retirement plan market, TRAK has powerful tools to engage your clients. TRAK shifts the focus of meetings to education, not sales, which fosters a dialog about participants' unmanaged monies.


The Retirement Analysis Kit Features

  • Claims Management
  • COBRA Administration
  • Deduction Management
  • Disability Insurance Administration
  • Employee Database
  • FMLA Administration
  • For Brokers
  • For Employers
  • FSA Administration
  • Health Insurance Administration
  • HIPAA Compliant
  • Life Insurance Administration
  • Provider Management
  • Retiree Administration
  • Retirement Plan Management
  • Self Service Portal

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