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The Retirement Analysis Kit Review

3

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
HR, Benefits Administration

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Description of The Retirement Analysis Kit

Retire Ready is a benefits administration software that simplifies retirement planning.

Reviews

Global ratings 3
  • 5
    3
  • 4
    0
  • 3
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  • 2
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  • 1
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Type of review

Revainrating 5 out of 5

Easy Tax Calculator Used For Projected Savings

I like how easy it makes calculating projected savings for taxes, pensions or future annuities to be handled with this program! So far so good but there's not much else i can say about this product since they don't have any other options in terms of features yet (i think). It would help if their customer service had more support staff at least when needing assistance during an issue such as tax calculations etc.. Maybe one day we will see some enhancements from them regarding additional tools…

Pros
  • Quick calculation
  • User friendly interface& navigation
  • Great user experience intuitive design + great visuals = really fun app that users won’t get tired out quick while working through various stages.
  • Easy integration into Microsoft Excel via CSV file output export option is super helpful too
Cons
  • Some disadvantages

Revainrating 5 out of 5

One place to access many different accounts!!

I like how it allows me to access my 401k, IRA accounts as well Social Security in one place! It's easy for clients/employees too navigate through this site which makes things easier when explaining their options with other providers or companies they may have questions about (like annuities). There are many different ways you can use your account information so there isn't much room here but if anyone has any suggestions feel free let us know!! This was something we needed at our organization…

Pros
  • Great overview
  • We had never used anything similar before
  • Allows users ability get into multiple financial institutions including mutual funds
  • Easy way that lets employees explore potential investments from within.
  • Good layout
  • Very user friendly design
Cons
  • Nothing

Revainrating 5 out of 5

Great tool when used with other tools

I like the ability to use the Retirement Analysis Kit as a stand-alone software, but I also use it as the backend for the Retirement Analysis website. Having the two in sync helps me keep my retirement analysis on track. I also appreciate the ability to enter my own retirement assumptions to use in the RAK calculations. The website is a little cumbersome and could use a makeover. There are a lot of steps to get to the information I need. It would be better if there were more options to pull…

Pros
  • easy access when needed
Cons
  • There are troubles