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LOVEJOY ASSOCIATES is the largest national network of 401k/403b employee educators. Our 65 professional educators provide the following:

Enrollment services
On-going education
Financial Literacy workshops
Webinars
Translation services

   
    "I cannot overly emphasize the wonderful services Lovejoy Associates provided in the education for our 401(k) plan. It was a task accomplished by a consummate professional."

President,
International Manufacturing firm in Massachusetts
 
  • OUR EDUCATORS
    Highly credentialed, experienced, and knowledgeable in ERISA, EGTRRA, and IRS regulations. Because of backgrounds in Financial Services, Human Resources, and Third Party Administration, we bring competence, confidence, and poise to each presentation.

    Unbiased - we do not sell products

    "...... an enormous asset toward our goal of full participation."
    Financial Advisor
  • OUR PROCESS 
    Stringent training program for 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
    Education is most effective when targeted to specific employee groups, customized to address issues of concern/relevance, delivered in understandable language, and provided by knowledgeable professionals. We approach each group and individual session with clear objectives in mind and the ability to adapt our language to the financial sophistication of the audience.

    "...... Evaluations from plan sponsors have been awesome!"
    National Plan Provider