Quick User Guide – Planisphere
When you first log in to Planisphere, the Search page is your starting point
Pension Plans: Are They Coming Back in a New Form?
Defined Contribution plans like 401(k)s have almost replaced pension plans entirely, although many plan providers and insurance companies are trying to make DC and pension plans similar in a number of ways. The latest step in that direction has been to include guaranteed income options in 401(k)s, which will be tested out soon in the market.
Defined Contribution Plans Today: Evolution, Innovations, Risk Management
Over the past few decades, defined contribution (DC) plans have evolved from a supplemental retirement and savings vehicle to the primary one for many companies in the US.
Participant Direct Connects You With Plan Members
Do you know that more than one-in-five participants have no interactions with their plan providers throughout a year? Based on the report published by J.D. Power, there are 29% of the plan participants who unaware of the access to professional financial advice related to their plan.It is truly astonishing to see such a disconnect between the participants and plan providers. According to the same report, approximately 40% of surveyed plan participants ranked their relationship with the plan providers to be either indifferent or dissatisfactory.
Improve Plan Sponsor Conversion & Increase Revenue with ParticipantDirect
How Does This Help You? How This Helps Participants? How This Helps Plan Sponsor? We always explain to our clients that Larkspur-RiXtrema apps have two goals: Help you win more...Read More
Do Not Trade Time For Money: Focus on Value You Add to Qualified Plans
Imagine combining features of an email marketing engine such MailChimp with the most detailed database of 700K+ plans and 1.2M+ executive contacts at plan sponsors. All this is connected to...Read More
Why You Should Upgrade From Planisphere To Larkspur Executive
Improved user interface and cleaner presentation Ratings and benchmarks to compare plan sponsors More data than ever before Customized Trackable Marketing Letters (CTML) Prospect. Analyze. Contact. Profit. Transitioning to...Read More
Plan Ratings in Larkspur Executive
Average Employer Contributions / Participant Percent of Retirees: The Quintessence of Larkspur Executive: Overall Plan Rating The differences between benchmarks Benchmarking by the state is useful when prospecting in rural...Read More
Why are Participant / Employer Contributions important to a plan sponsor?
Sponsors may not be maximizing their 401k contributions, and Larkspur Executive’s tools can easily show this deficit. Your sponsor contacts are most likely considered highly compensated employees...Read More
Winning 401k Business Nearby with Planisphere
Luckily, Planisphere is equipped with a very handy search engine, which will provide you a lot of flexibility in your searches and prospecting.