RetireReady offers a suite of tools designed to educate and engage clients in the retirement planning process. The platform provides resources for financial advisors to help clients understand their retirement readiness and make informed decisions about their financial future.

RetireReady Solutions

RetireReady

RetireReady Solutions has been providing retirement software to advisors since 1986. Our purpose is to create solutions that help advisors confidently educate individuals about retirement planning, one of the most important jobs of an advisor. Advisors help qualify, prioritize, and quantify retirement goals, acting as a champion to keep individuals focused as retirement age is approaching. We provide those tools so the advisors can focus on delivering value where it is needed most.

Founded in 1986 as a financial services firm, w initially specialized in the Tax-Sheltered Annuity (TSA) education market, now illustrating cash flow from over 700 public pension plans. We have grown to focus helping advisors that work with 401(k) participants, federal employees and who focus on the distribution phase in retirement.

As individual goals began to change and retirement savings became more than just a settlement, we renamed the company to Trust Builders, Inc., reflecting the evolution of retirement services away from rapid transactions toward lifelong relationships based on trust.

Our flagship product, The Retirement Analysis Kit (TRAK), is our financial planning software designed specifically for advisors. TRAK is efficient and effective for educating participants about 401(k) plans, from how much they need to save to when they can retire. TRAK shifts the focus of meetings to education, not sales, fostering a dialog about participants’ investments. Our tool has also been proven effective in the 403(b), 457 and federal retirement plan markets. 

In July 2017, with growing interest in our products, we rebranded to RetireReady Solutions, better reflecting our products, services and focus on providing advisors with gold standard in retirement planning software. 

✅ Best FinTech Solutions | Genie Award 2019
✅ Ranked as the Most Effective Sales Tool for Fortune 100 
✅ Ranked as Most Effective Sales Solution | National Life Insurance

Discover the power of the Scenario Editor feature in our cutting-edge retirement planning software! This video explores how our Scenario Editor can transform your retirement strategy by illustrating various financial scenarios and helping you make informed decisions: https://bit.ly/45NYmqS

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#TheRetirementAnalysisKit

The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. Answer the important questions your clients have about retirement. https://bit.ly/3WEYUvC

#RetireReady #RetirementPlanning #401k #TRAK
#TheRetirementAnalysisKit

Ready to engage your clients? Try Trak! Learn more here: https://bit.ly/3CSXG7L

#RetireReady #RetirementPlanning #403b #401k #TRAK
#TheRetirementAnalysisKit

Advisors: register for a 15-min course on how to add value to your 403b clients. All advisors who attend will receive a marketing kit for you to promote this retirement analysis process to your clients. https://lnkd.in/eyknsQCm

#RetireReady #RetirementPlanning #403b #401k #TRAK #TheRetirementAnalysisKit

Get the most out of TRAK by joining one of our training webinars, free for registered users of the retail version of TRAK. Sign up here: https://bit.ly/3KdPHpa

#RetireReady #RetirementPlanning #403b #401k #TRAK
#TheRetirementAnalysisKit

Enjoy your Labor Day! We appreciate all you have added to the strength, prosperity, and well-being of our country.

#RetireReady #LaborDay #HappyLaborDay

Help your clients and participants find the answer using TRAK Retirement Planning Software. Learn more: https://bit.ly/3QquYPh

#RetireReady #RetirementPlanning #403b #401k #TRAK
#TheRetirementAnalysisKit

Are your clients burdened by high-interest loans, such as credit card debt, and looking for a strategic solution to regain control of their retirement future? The Debt Analyzer is a useful tool that visually demonstrates how to transfer debt from high-interest loans, such as credit cards, to a client’s qualified plan, such as a 401(k) or 403(b) with a loan option. Learn more: https://bit.ly/3KdQfve

#RetireReady #RetirementPlanning #403b #401k #TRAK
#TheRetirementAnalysisKit

A 1-page, actionable retirement report?! Yes, it’s real. And it is helping advisors to educate their clients. Take a look at our demo to learn how this tool is making an impact: https://lnkd.in/ebhnN8fz

#RetireReady #RetirementPlanning #401k #TRAK
#TheRetirementAnalysisKit

Save time and increase client participation with retirement planning software for 401k, 403b, 457, and Federal plans. Sign up for a free trial to test it out yourself. https://bit.ly/3QquYPh

#RetireReady #RetirementPlanning #403b #401k #TRAK
#TheRetirementAnalysisKit

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RetireReady

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