We can engage with you or your clients on a variety of project-based initiatives, including:
Participant Communications
We can prepare custom participant communications such as announcements, plan highlights, FAQs, blog posts, and other informative communication pieces.
Phone Bank Support
We can provide contracted phone support to employees of your client organizations to assist with plan enrollment or conversion processes.
Presentation Design
We can design custom enrollment or financial wellness presentations based on your requirements.
Training
For those advisors or agents who may have retirement plan clients but would like to become more familiar with the inner workings of employer retirement plans, we can provide individualized training.
Translation Services
For any Spanish communication needs, we can have your communications translated.
Lovejoy Retirement and Wellness, LLC, as well as those individuals who contract to provide services on its behalf, don’t offer financial advice or sell financial products; we are simply in the business of providing meaningful financial and retirement education, along with value-added consulting.