Open The Door to Face-to-Face Meetings and Plan Takeover Opportunities.

Larkspur Data is offering a 7-Day Free Trial to test-drive Planisphere the 401(k) Industry’s Leading Database/Marketing Tool.  In addition to all of the standard features & benefits of Planisphere you will have access to:

Our NEW Plan Performance Report specifically designed to open the door to face-to-face meetings with plan sponsors. This report includes a performance rating for each and every plan with a comparative measurement to all other plans of similar size & type. Plus for the first time you can use our all-NEW proprietary calculation of Income Replacement at Retirement. You will not find this calculation anywhere else.

Takeover opportunities have already been identified. Just enter your zip code & plan size to find plans with Audit Exposure, Liability Issues, Low Performance Ratings, and Fiduciary Issues; or locate plans with Risk Factors such as Corrective Distributions, Late Contributions, Fidelity Bond Issues, No apparent QDIA, & filing errors.

To sign up for our FREE Trial Offer enter your information or call us at 800-282-4567.

*Some restrictions may apply.