What Makes Us Uniquely Effective as Communicators:

Lovejoy Associates employs a process that has proven to be professional, efficient, cost-effective, and successful. First, we provide on-site education. Our educators/enrollers have professional backgrounds in financial services, third party administration, or human resources. Our educators are mature, experienced, poised, and knowledgeable individuals.

Second, Lovejoy Associates provides on-going training to its educators in ERISA, EGTRRA, and IRS regulations, and in proven well-founded methods of communication based on principles of behavioral economics, studies in financial literacy, and personal educational experience.

Third, Lovejoy Associates is the only national employee education firm to focus on retirement plan education. Our educators do not sell financial services products or focus on other benefits.

These are some of our educators
and their previous work experience:

Bill
Series 7, 63, 65, and 24
Chartered Mutual Fund Counselor
Chartered Retirement Planning Counselor

Leah
Benefit Communications Manager
Training Coordinator for National Consulting Group
300 presentations for over 10,000 employees

Jim
Series 7, 63, and 24
Qualified Plan Administrator

Antonio
Series 6 and 63
Bi-lingual - English and Spanish

David
Certified Financial Planner (CFP)
Series 7 and 63
14 years in Financial Services Industry

Ben
Relationship Manager and Senior Communications Specialist
Series 7 and 63
Bi-lingual – English and Spanish

Bonnie
Retirement Specialist and Director of TPA Alliance for National Provider
Series 7, 63, and 24

Fernando
15 years in Client Mgt. and Employee Education with National Provider
Bi-lingual - English and Spanish