Many advisors dread participant meetings, so do many participants. If you are starting to feel that dreadful feeling in the pit of your stomach, keep reading because you can engage and motivate plan participants like never before with TRAK-Online's Batch Processing solution. Now you can quickly give retirement plan participants a meaningful report illustrating their contributions and their impact on retirement and answering their most important question: "Can I retire?".
TRAK-Online's Batch Processing solution is comprised of three reports, generated after importing census data and then a few clicks of the mouse.
The Batch Gap and Contribution Analysis reports are both focused on the participant. Rather than providing participants with less-than-helpful generic information or asking them to log onto the plan web portal after the meeting, these reports are advisor-driven allow the advisor to provide each participant a report with their personal information on it. Participant want to know "Can I retire?", with TRAK-Online's Batch Processing you can be the advisor who answers that question.
Click the links above to find out about these exciting reports and how they will impact your business!
TRAK-Online is a transformational retirement planning solution for advisors. By changing the focus of retirement planning conversations from sales to education, TRAK-Online helps educate clients and engages them in the retirement planning process, resulting in them understanding your value as a financial advisor.
TRAK-Online is efficient and effective in handling clients’ questions about various qualified plans (including 401(k), 403(b), 457, Thrift Savings Plans (TSP), IRAs, Roth, etc.). TRAK-Online’s visually engaging reports make retirement planning easy to understand. Advisors often use TRAK-Online solutions interactively with their clients, quickly illustrating how variables can have a big impact on their retirement goals. Additionally, TRAK-Online can help you fulfill your fiduciary responsibility and comply with DOL rules by including all of your clients’ assets and illustrating nearly any retirement scenario. TRAK-Online has a number of retirement planning calculators, each designed to communicate a specific retirement planning concept to a client.
Trust Builders, Inc. has a long history of working with corporate accounts of all sizes. Trust Builders, Inc. will draw on our experience to help your advisors increase their sales through client education.
Are you on TRAK-Online? Learn what top producers already know by trying TRAK-Online today.