|
|
|
| |
LOVEJOY ASSOCIATES
is a national network of fifty
professional 401(k) educators. We provide quality
on-site 401(k) education and enrollment. We also work
with 403(b) and non-qualified plans. |
|
|
| |
|
"I cannot overly
emphasize the wonderful services Lovejoy Associates
provided in the 401(k) education of our
employees."
President,
International
Manufacturing firm in Massachusetts |
| |
- OUR EDUCATORS
Our educators
are highly credentialed, skilled in training, and
well-versed in the ERISA, EGTRRA, and IRS regulations.
Because of our backgrounds in Financial Services,
Human Resources, and Third Party Administration, we
bring knowledge, competence, confidence, and poise to
each presentation.
"......
an enormous asset toward our goal of full
participation."
Financial Advisor
- OUR PROCESS
Our process
employs a stringent training program for our educators
including a systematic review of retirement plan
regulations, discussions of behavioral economic
issues, and demonstrations of effective teaching
styles.
"...... a task
accomplished by a consummate professional."
President, International Manufacturing
Firm
- OUR PHILOSOPHY
Our philosophy
maintains that 401(k) education is most effective when
it is targeted to specific employee groups, customized
to address issues of concern, delivered in
understandable language, and provided by knowledgeable
professionals. We approach each group and individual
session with clear objectives in mind.
"...... Evaluations from plan sponsors
have been awesome!"
National Plan
Provider
|
| |
|
|
| |
