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LOVEJOY ASSOCIATES
is a national network of 50 professional
educators. We provide quality on-site retirement
plan education and enrollment for employees. |
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"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 |
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- OUR EDUCATORS
Our educators are highly credentialed,
skilled in training, and well-versed in the ERISA,
EGTRRA, and IRS regulations. Because of our backgrounds
in Financial Services, Human Resources, and Third
Party Administration, we bring knowledge, competence,
confidence, and poise to each presentation.
"...... an enormous
asset toward our goal of full participation."
Financial Advisor
- OUR PROCESS
Our process employs a stringent training program
for our educators including a systematic review
of retirement plan regulations, discussions of
behavioral economic issues, and demonstrations
of effective teaching styles.
"...... a task accomplished
by a consummate professional."
President, International Manufacturing Firm
- OUR PHILOSOPHY
Our philosophy maintains that education is most
effective when it is targeted to specific employee
groups, customized to address issues of concern,
delivered in understandable language, and provided
by knowledgeable professionals. We approach each
group and individual session with clear objectives
in mind.
"...... Evaluations from
plan sponsors have been awesome!"
National Plan Provider
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