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Retirement Plans |
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Retirement Plans |
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Retirement Plans
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Retirement Plans |
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Retirement Plans |
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| Note: | To access the Gap Analysis Retirement Plans Information, select Setup/System from the main menu and select Gap Calculator/Retirement Plans from the navigator on the left. |
Show All Retirement Plans
This will show all retirement plans in the software.
| Note: | The list of retirement plans and states is not editable if Show All Retirement Plans is checked. |
Default Retirement Plan
This is the retirement plan that will be selected when a new client file is created.
States and Retirement Plans grids
If Show All Retirement Plans is not checked, the plans listed in TRAK may be selected by state (lists all plans associated with the particular state), or by selecting the particular retirement plan on the Retirement Plans tab.)