401k/403b EMPLOYEE EDUCATION

"Lovejoy Associates was extremely effective in narrowing the subject matter to a concise, understandable presentation. I really understand a lot more and have been able to utilize my new knowledge in my investment allocations."

Employee, Software Company in Massachusetts

 

LARGEST NATIONAL TEAM
PROFESSIONAL 401K/403B EDUCATORS

  • On-Site Meetings, One-on-Ones, Webinars, Benefit Fairs
  • Video Tutorials for Employees and Plan Sponsors
  • English and Spanish Educators
  • Spanish Translation Services
  • Financial Literacy Workshops
  • Neutral Unbiased Investment Education
  • We Do Not Sell Products
  • We Support Record Keepers, Advisors, TPAs, Plan Sponsors​

 

We have been featured in:

  • ASPPA Journal
  • PlanAdviser Magazine
  • 401k Exchange Newsletter
  • 401khelpcenter
  • Business and Legal Resources

 

  • OUR EDUCATORS
    Highly credentialed, experienced, and knowledgeable in ERISA, EGTRRA, and IRS regulations. Because of backgrounds in Financial Services, Human Resources, and Third Party Administration, we bring competence, confidence, and poise to each presentation.​ ​

"...... an enormous asset toward our goal of full participation."
Financial Advisor

  • OUR PROCESS  
    Stringent training program for 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
    Education is most effective when targeted to specific employee groups, customized to address issues of concern/relevance, delivered in understandable language, and provided by knowledgeable professionals. We approach each group and individual session with clear objectives in mind and the ability to adapt our language to the financial sophistication of the audience.

"...... Evaluations from plan sponsors have been awesome!"
National Plan Provider

 

 

Locations of Our Educators