DataMaster Pro is a searchable database with detailed information on over 1 million qualified plans nationwide. Users can search by any combination of over 50 different criteria to identify the best prospects in their area.
Generate your list of prospects, then click on any plan to view a detailed report with over 300 fields of information. Users can export lists to Excel, print mailing labels, prospecting letters, sales ideas and more!
DataMaster Pro is the industry's leading qualified plan prospecting tool and is used by more than 75% of the country's largest service providers.
Larkspur, the makers of DataMaster Pro, also offer PlanRiskProfile, a valuable tool used to evaluate risks associated with retirement plan operations. The data base analyzes over five million plan filings going back to 1999 using 90 different risk factors. This is a comprehensive and objective review of plan compliance with ERISA rules and regulations. In addition, the system evaluates risk factors that make plans vulnerable to participant claims.
For more information, please call Larkspur Data at (800) 282-4567.