Retirement plans and financial wellness programs are extremely valuable employee benefits that should not be taken lightly.
Lovejoy Retirement and Wellness, LLC partners with recordkeepers, third-party administrators, banks, and financial advisors alike to make employer retirement plans and other financial subjects easy to understand for your clients’ employees.
We also work directly with plan sponsors.
Our approach is to be an unbiased educator, with the sole purpose of enhancing the employees’ knowledge base and decision-making ability.
We strive to equip employees with plan-specific information and easy-to-understand retirement planning and investing concepts, as well as meaningful knowledge on a range of financial topics, so that they can make more informed short and long-term financial decisions.
We can also partner with you or your clients on various communication initiatives, all with the intention of increasing employee engagement around your clients’ retirement plans and financial wellness programs.
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.
