Advantages of working with Lovejoy Associates :

1. Quality education can assist the financial advisor and TPA in winning plans. Often, the client is faced with deciding between several strong providers and competent advisors. Professional education can often tip the scale in your favor.
   
2. Quality education can assist the financial advisor and TPA in retaining plans. Regular education falls under the category of service, and lack of service is the primary reason that plans move.
   
3. The financial advisor and TPA are viewed by the client as having a team of specialists who assist them in providing superior service.
   
4. Quality education can result in increased participation, an increase in deferral percentages, greater understanding of investment choices, more appropriate asset allocation, and more satisfied employees and employers.
   
5. The Human Resources managers are better informed about the intricacies of their plan and therefore better able to assist employees.
   
6. Most importantly perhaps, the financial advisor and TPA can concentrate on gathering assets while feeling confident that their plans are receiving excellent service and attention.

Lovejoy Associates contracts successfully with financial advisors and third party administrators to provide enrollment and educational services on an individual plan or on-going basis. If individual, there is a per diem charge plus travel. If on-going, a contract is agreed upon which includes fees for services scheduled on a quarterly, semi-annual, or annual basis. In either case, we are assisting you with your client.

Our educators work with the plan provider’s materials including enrollment kit, power-point presentation, enrollment forms, etc. We can also provide special focus presentations at your request, such as Understanding Investments, Current Market and Economic Overview, and Women and Money.

References of other financial advisors and third party administrators that we work with are available upon request.