Qualified Plans


Planisphere is the next step in the evolution of qualified plan sales. Unlike any other product on the market Planisphere will guide you through every step of the sales cycle, helping you to work smarter, be more efficient and look like the professional you are in the process.   Read more

Datamaster EZ

DataMaster EZ, is a database-marketing tool designed to help you target the single-participant retirement plan market. We’ve included detailed information on nearly a quarter of a million plans nationwide.  Read more

Advisor Direct

Advisor Direct is Larkspur Data’s searchable database of vendor/agent sales demographics.  This database allows users to look up any geographic region and see exactly which carriers and agents are writing the bulk of the business.   Read more

Plan Risk Profile

Fiduciary liability is the liability that an employer faces when he/she sets up a retirement plan for their employees. Larkspur Data has analyzed every existing plan on over 90 fiduciary risk factors displayed in easy-to-read, full-color reports.  Read more

Datamaster Pro

DataMaster Pro, our flagship product, is a qualified plan database-marketing tool available online.  We’ve included detailed information on over 1.4 million plans nationwide.  The value of this marketing tool is not simply the plan data it contains, but the creative ways that we allow users to access it.   Read more