One
objective of Lovejoy Associates is to assist financial advisors, 401(k) plan
providers, and third party administrators in winning and retaining plans
Lovejoy
Associates’ Services for Plan Providers
"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
Employee,
Software company in Massachusetts
Lovejoy Associates works successfully
with retirement plan providers in a number of ways:
Offering group enrollment and
on-going 401(k) educational meetings on an outsource basis
Assisting the plan provider with
enrollment and 401(k) educational needs in fourth quarter and other
‘overflow’ times of the year
Assisting the plan provider with
enrollment and educational needs for multi-location plans
Providing training for financial
advisors with the objective of strengthening their 401(k) educational capacity.
Our educators work with the plan
provider’s materials including enrollment kit, power-point
presentation, enrollment forms, etc. We charge a per diem rate plus
travel.
References of other plan providers
that we work with are available upon request.
