Training Schedule

01
Jun

Gap Analysis: Calculations

This class will cover the Gap Analysis' calculations pages found in "Calculation" tabs in TRAK, and working with various retirement scenarios. The printing options will also be covered. There will be a time for questions and answers.

Location: Webinar
Cost: $35.00
Time: 01:00 PM


13
Jun

Quick Gap Calculator

The Quick Gap Calculator can quickly illustrate a client's retirement income shortfall (gap) and the amount of additional savings needed. The training will focus on the data input, working with both defined benefit (e.g. STRS/PERS) plans and defined contribution (e.g. 401k) plans. Training will focus on accessing other accounts, understanding the calculation pages and printing. There will be time for questions and answers.

Location: Webinar
Cost: $35.00
Time: 01:00 PM


20
Jun

Batch Processing

The Batch Processing class will cover all aspects of the Batch Paycheck and Batch Gap illustration tools, including importing client data, setting up a new employer file, and creating reports for each employee in a group. There will also be time allowed for your questions.

Location: Webinar
Cost: $35.00
Time: 10:00 AM