• Extensive Financial Service Backgrounds
  • Knowledgeable, Collaborative, Dependable
  • Neutral Unbiased Investment Education
  • Support Record Keepers, Advisors, TPAs, Plan Sponsors
  • Can Be Private-Labeled
  • Consider Us Your Service Team
  • We Love What We Do!

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.​ ​


​​​​​Stringent training program for educators including a systematic review of retirement plan regulations, discussions of behavioral economic issues, and demonstrations of effective teaching styles. We value preparation.


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.


On-site and Virtual Group Meetings and One on Ones

Education To-Go (401(k)/403(b) Support Line

Custom Presentations Available for Purchase

Spanish Translations Department

Quarterly Market Update Written for Employees - No Financial Jargon

Advisor Training - How To Get An A+ In Your Next Employee Meeting

English and Spanish Educators

Instructional Videos


I am honored to say that Lovejoy Associates has been a partner of ours since 2006. Their educators
provide the highest quality employee meetings, they are easy to do business with, and Sue Ellen generously shares their wealth of knowledge about the retirement services industry.

Assistant Vice President
Retirement Services Division
National Record Keeper


We have received great feedback from employees, the meetings were clear and informative and the educator a true professional; she didn’t leave until all questions were answered and even took the time to stop by my office to clarify new plan changes and their benefits to us. 

HR Manager
International Company
Houston Texas


I thought I did a pretty good job at educating employees. Then I saw Bill in action.  He took it to another level.  I need to measure results for the CEO, and there is a jump in participation and increase in deferrals when Bill’s involved.  He has a role in all my employee meetings now, we sometimes do a team approach or zoom.  I get a detailed report following each meeting and it saves me a lot of time.

401(k) Advisor
Cleveland Ohio  




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