One objective of Lovejoy Associates is to assist financial advisors, 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 educational
meetings on an outsource basis
Assisting the plan provider with enrollment and
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 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.
