Trust Builders, Inc.

Comparison of the Professional TRAK Series.

The Retirement Analysis Kit is available in for different versions:

TRAK-Gap Analysis: Only one calculator, Gap Analysis, illustrating retirement planning needs.

TRAK-401(k): illustration tools for the 401(k) industry, minus the Gap Analysis calculator.

TRAK-403(b): illustration tools for the 403(b) industry, minus the Gap Analysis calculator

TRAK-Deluxe: all illustration tools from all TRAK modules, plus report branding, group editing, and other features.

The grid below compares the features found in the various TRAK versions.

Features
Illustrations:
Gap Analysis¹
FERS/CSRS & FEGLI
Long Term Care
Quick Gap Analysis¹
Paycheck Analysis
Paycheck Projection Analysis
Paycheck 1040 Analysis
Accumulation/Distribution/Loan
Lump Sum Transfer
90/24 Two-Tier Transfer
72(t)
RMD
Asset Allocation/Risk Analysis
Tax Deferral Comparison
Product Comparison
Stretch IRA
Roth Comparison
Debt Minimizer
Split Annuity
Annuity/Interest Comparison
Batch Paycheck Calculator
Batch Gap Calculator
Tax Wise Distribution Strategy
Water Mark & Brand Reports
Group Editing
Import clients from other TRAK database

1 Click here for a comparison between the Quick Gap Analysis and Gap Analysis calculators.

What TRAK users are saying

I've been in financial services over 20 years and never used a better program.
S. Brannon
Hartford Equity Sales Company

You cannot work in the 403(b) market without TRAK.
Gary Rogers
Personalized Financial Service

TRAK is a key factor that turns group cases our direction.
H. Harrison
Security Benefit Group