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Core Services Intake Form
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Plan Sponsor Name
Plan Name
Please provide engagement date and start time. (If there are multiple days and/or times, please separate by a comma.)
How long is educator allotted per meeting?
What is the engagement format? (Check all that apply.)
Onsite
Virtual
Hybrid
Pre-Recorded
What is the intended audience? (Check all that apply.)
Group
One on one
Hybrid
For onsite engagement, please provide physical address. (If there are multiple addresses, please include dates and times for each address.)
What language is needed? (Check all that apply.)
English
Spanish
Both
Is there a plan advisor? (Check one.)
Yes
No
Plan Advisor Name (if applicable)
First
Last
Plan Advisor Title (if applicable)
Plan Advisor Firm Name (if applicable)
Plan Advisor Phone Number (if applicable)
Plan Advisor Email (if applicable)
Will Plan Advisor attend engagement? (if applicable)
Yes
No
Unsure
Plan Sponsor Contact Name
First
Last
Plan Sponsor Contact Title
Plan Sponsor Contact Phone Number
Plan Sponsor Contact Email
How should the Lovejoy educator introduce himself or herself? (e.g. representative of recordkeeper)
Does the educator need to bring a projector? (Check one.)
Yes
No
Will recordkeeper or advisor be providing a presentation deck? (Check one.)
Yes
No
What is the subject matter of the engagement? (Check one.)
Retirement plan enrollment
Financial wellness
If engagement is for financial wellness, please choose the relevant topic from drop-down menu. (Select all that apply.)
Budgeting
Cybersecurity
Debt Management and Credit
Emergency Funds
Employer-Sponsored Retirement Plans
Financial Stress and Mental Health
Investment Basics
Retirement Planning
Social Security
Student Loan Debt
Understanding Financial Markets
If engagement is for retirement plan enrollment, will recordkeeper be mailing booklets to plan sponsor site? (Check one.)
Yes
No
If Spanish language is being requested, will a translated presentation deck be provided by recordkeeper or advisor? (Check one.)
Yes
No
For virtual or hybrid engagements, would you like for Lovejoy to supply a Zoom link? (Check one.)
Yes
No
For virtual or hybrid engagements, would the plan sponsor like a recording of the engagement? (Check one.)
Yes
No
What is the recommended dress code? (Check one.)
Casual
Smart Casual
Business Casual
Business Professional
Note the following descriptions: Casual: 1. Tops: t-shirts, button-down shirts, blouses, sweaters 2. Bottoms: jeans, khakis, linen pants, cropped pants, shorts 3. Footwear: sneakers, loafers, low heels, sandals Smart Casual: 1. Tops: blouses, button-down shirts, collared shirts, dresses, sweaters 2. Bottoms: trousers, khakis, skirts 3. Footwear: heels, flats, dress shoes, clean sneakers 4. Accessories: blazers, sport jackets, ties, jewelry, belts, scarves Business Casual: 1. Tops: blouses, collared shirts, button-down shirts, sport coats, blazers, sweaters 2. Bottoms: pencil skirts, slacks, khakis, trousers 3. Footwear: flats, lifestyle sneakers (with leather or canvas), Oxfords, loafers, mules, boots, heels 4. Accessories: jackets, ties, simple jewelry, belts Business Professional: 1. Tops: tidy dresses, neat button-down shirts with blazer, blouses with blazer, dark-colored suits 2. Bottoms: slacks, skirts 3. Footwear: heels, loafers, flats 4. Accessories: ties, minimal jewelry, belts
Are there any hot button items or sensitive topics for the educator to be aware of? (If so, please provide a detailed description.)
Is there any special procedure that the educator should be aware of upon arrival (e.g. door code, reception desk, special entrance) (If so, please provide a detailed description.)
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