DALLAS, Ore.--(BUSINESS WIRE)--Today Trust Builders, Inc. announced it will be working with Kristi Cook, J.D., on the future development of its financial planning software, TRAK, The Retirement Analysis Kit.
“I believe that the future for financial representatives requires a sophisticated knowledge of retirement issues facing their clients,” said Cook. “I was really excited to try the TRAK software and discover its quality as a tool for anyone working with retirement plans and future retirees.”
Since 1986, TRAK software has been used by advisors in the 403(b), 457, 401(k) and federal retirement plan markets. “Our purpose is to create tools that help advisors confidently educate individuals about retirement planning,” said Ed Dressel, president of Trust Builders, Inc. “By working with Kristi in an advisory capacity and as a developmental assistant, we expect to increase our effectiveness regarding issues facing retirees and provide advisors with the best tools to address these issues.”
TRAK includes over 20 illustration tools. For example, the retirement needs analysis tool can illustrate the benefits of almost 600 public pension plans, including illustrating the cash balance options for various defined benefit plans. Other TRAK features include paycheck analysis and a brand new Social Security timing tool.
“For as far back as I can remember, Trust Builders has been a supporter of providers and financial representatives working in the retirement planning marketplace,” said Cook. “Their knowledge of the marketplace and their continual efforts to provide tools and strategies for the marketplace have long impressed me.”
About Kristi Cook, J.D.
Ms. Cook is a practicing attorney with almost 40 years of experience in employee benefit matters. She is a 1974 graduate of Northwestern University and received her J.D. in 1978 from I.I.T/Chicago-Kent College of Law. She has provided training on 401(k), 403(b) and 457 plans to industry members and has been a sought-after speaker for employer and employee group meetings. She was formerly counsel to the National Tax-Deferred Savings Association (“NTSA”), a nonprofit organization that provides education and legislative updates to its members on the law and compliance issues.
About Trust Builders, Inc.
Trust Builders, Inc. has been providing retirement planning software for the financial services industry for over 25 years. The company’s flagship product, The Retirement Analysis Kit (TRAK), has been ranked as the top sales tool by a Fortune 100 company and includes tools for effectively working in the 401(k), 403(b), 457, federal and insurance worlds. For more information, visit www.AskTRAK.com.