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"Effectively communicating to employees the features of their retirement plans, the complexities of the investment world, and the importance of individual responsibility is challenging and gratifying work…work that I love and feel fortunate to be doing."


-- Sue Ellen

 

Lovejoy Associates Objectives:

To educate employees in their plan's features and investments, and to motivate them toward positive action

To support plan providers, advisors, and record-keepers in winning and retaining plans, and in providing the highest quality employee education

To endorse the plan sponsor's efforts toward his/her employees' well-being

To collaborate with all parties in the creation of educational campaigns that address issues of concern and importance as relates to saving for one's future

Our Philosophy:

Employees need to be provided with information that will help them make investment decisions with confidence and good judgment.

Employees need to receive education, not just enrollment assistance, in language they can understand

Employees need to be able to talk with an industry professional in a setting in which questions and concerns can comfortably be addressed

These Are The Objectives and Philosophy of Lovejoy Associates

This Is What Sets Us Apart

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