Training Day in Las Vegas
Get away in February! Join us on February 8th for a full day of training in Las Vegas. In partnership with ASPPA, we are able to provide a full day of TRAK training at the discounted price of $99. Training will focus on the new Paycheck calculator, and the Quick Gap and Gap Analysis calculators. Trust Builders support staff will be there to answer your specific questions. (Immediately following the training day is the 403(b) Advisor conference, which we highly recommend to anyone in the 403(b) industry!). Reserve your place today! Space is limited. Call Suzanne at 503-831-1111 or fill out the registration form.

Download TRAK 2012 Today! TRAK 2012 is packed with many new features! Including:

  1. The Paycheck calculator has been fully re-written to be more efficient than ever. (There are some "must see" features in here!).
  2. Each public DB plan now includes a one page overview report providing information about the plan. (TRAK now includes over 450 public pension plans and we will continue to work hard on these).
  3. TRAK now includes the ability to be automatically updated.
  4. And many, many more features in 2012!
Download your TRAK 2012 update today!

Pension Plan Change Landslide
With current market conditions, public pension plans are in the news more than ever before! And there has been an avalanche of changes to pension plans across the country! Trust Builders is committed to keeping TRAK up to date with the latest changes. We promise you to work hard, providing you the best financial planning tool in the 403(b) industry (and 457, 401(k) and Federal advisors too)!

How to Distribute Income?
It has been said many times that accumulation is different than income. But have you seen anyone discuss the details? The Tax Wise Distribution Strategy does exactly this. This strategy maximizes the advantages of the tax basis of a client's accounts in regard to their progressive income tax-brackets. Clients can extend the length of their income simply by using Tax Wise Retirement Distributions. For more information, click here. To read our press release, click here. Or click here to see a short video on the strategy.

Over 3,000 Financial Advisors!
TRAK now has over 3,000 financial advisors helping clients plan for retirement! These solutions include comprehensive paycheck and 1040 tax analysis, asset accumulation and asset allocation modeling, retirement needs analysis modeling, and making the most of available employee benefit programs such as 403(b), 401(k), or 457 deferred compensation programs.

 

tagline
What TRAK users are saying

I wish to heck I'd known about this tool a lot earlier.
John L. Olsen, CLU, ChFC, AEP
Software Advisor at Financial

If you are looking for an easy to use, flexible, and accurate program that will support you in reaching your potential, choose TRAK.
Jerry Adzima
Reliant Financial Services

This is the very best software package I have seen! The calculators are tremendous. All around useful and training was great.
J. Gooch

TRAK Software Contains over 20 illustration tools. Including:

Paycheck Analysis

Paycheck Projections

Cost to Wait for Enrollment

Federal 1040 Illustrations

Quick Gap

Gap Analysis

Maximum Allowable Contribution (MAC, for 403(b) and 457)

Accumulation, Distribution and Loans

Batch Paycheck (create reports from census data)

Batch Gap (create reports from census data)

Debt Minimize

Roth Illustration (Lump Sum and Ongoing Contributions)

Required Minimmum Distributions

72(t)

Stretch IRA

Asset Allocation Questionnaire

90-24 two tier transfer

Split Annuity

Annuity/Interest Rate Comparison



TRAK features include:

Import clients from census data

Most state defined benefit plans (DB) are built included

FERS/CSRS illustrations, including TSP and FEGLI

Create your own DC plans


Get custom DB plans added

Corporations can include custom software

Illustrate DB Buy back

Quick Retirement Comparison

Weekly Web Training

Live Technical Support