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401k/403b education

Lovejoy Associates has a two-fold mission:

To responsibly assist employees in developing an appropriate savings plan for their future

To support, collaborate with, and share best practices with industry partners


In doing so, Lovejoy Associates does not sell products or offer financial advice.


Our Philosophy:

Regarding retirement plan information, employees need:

  • Education, not just enrollment assistance, from financial services professionals 
  • Plan information provided in language and terminology that can be understood
  • Investment concepts and categories explained clearly
  • The tools to enable them to make wise investment decisions for themselves
  • Encouragement to ask questions and be responded to with patience and knowledge 
  • Setting in which there is no pressure to purchase financial products

Our Services:

  • On-site and Virtual Group Meetings and One on Ones
  • Webinars
  • Education To-Go - 401(k) and 403(b) Support Line
  • Quarterly Market Update Written for Employees - No Financial Jargon
  • Spanish Translations 
  • Custom Presentations Available for Purchase
  • Instructional Videos
  • Advisor Training - How To Get An A+ In Your Next Employee Meeting
  • English and Spanish Educators
  • Neutral Unbiased Investment Education
  • Emphasis on Preparation and Follow-Up
  • Can Be Private-Labeled

As a business owner, it is not often that I get to write about projects in business that are properly handled. That is why I am pleased to recommend Lovejoy Associates.
Owner, International Manufacturing Company in New York State

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