DataMaster Pro features a multitude of search criteria which enable you to target plans that fit any market niche. You can locate plans by type, size, location, insurance carrier, broker, service provider and a variety of other criteria. The possibilities are only limited by your creativity.

The Search Screen is your starting point. Search criteria are grouped under seven buttons. You can search by criteria specific to the Sponsor, the Plan itself, Financial attributes of the plan, Insurance carrier or broker information, plan Actuary, Service Provider / Trustee information, or Investments.

Many of the search criteria have Pop-Up Windows that display lists of possible entries associated with the field chosen. Pop-up windows are accessed by clicking the description of your selected search criteria or the down arrow to the right of the white search field. Please review the Search Terms for a list of operators that may help refine your search.

After indicating your desired criteria, click Find to view the list of plans that meet all of your criteria. If you wish plan sponsors with multiple plans to only be listed one time, click Find Distinct at the bottom of the Search Screen. For a summary of the criteria that you have entered, press the Summary button.

When reviewing your selected sponsors, there are two List reports to choose from (List of Plan Sponsors or Contact Sheet ). Click the Sort Results button to order the list by your choice of criteria.

For more detailed information about a specific plan, click on the underlined plan sponsor's name. For each plan, there are six detailed reports ( Plan Summary, General Information, Detailed Financial Information, Insurance, Actuary, Service Provider / Trustee information, and Investments information ). To move from plan to plan, looking at the same report format, use the Previous, Next or fill in the Go to Record: box and hit Enter.

Please refer to the Printing or Exporting HELP screens for detailed instructions for using these functions.

If you wish to exclude selected plans from a List of Results to be printed or exported, click on the checkmark to the left of the Sponsor's Name. Use the Select All or Deselect All buttons for other list selection functions.

For more detailed information on any functions or features, please refer to the other HELP screens listed in Contents. If you still require assistance, please e-mail info@larkspurdata.com or call 800-282-4567. We are committed to helping you use this product effectively. At Larkspur Data, our business is helping develop your business!

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