The Geller Group Relationship

You will discover the Geller Group Relationship in our commitment to serve the plan sponsor, their employees and their investment advisors professionally. Our dedicated client relationship managers meet with plan sponsors and their investment professionals to strengthen relationships, conduct fiduciary reviews and provide hands-on management to ensure high-quality service.

You will see it in our delivery of quality administrative services, employee communications, online objective investment guidance, technology resources and plan compliance services.

We are fiercely dedicated to providing our clients with the very best advice and expertise in the changing and complicated area of ERISA. As a result of dealing directly with experienced consultants, our clients enjoy the benefits of accountability and understanding of their individual needs. We are fully and enthusiastically committed to our clients and grateful for the trust they place in us

You will see it in our quality relationships with these prestigious organizations:

• American Express, American Funds, Bessemer, Charles Schwab, Chase, Fidelity, Greenberg Traurig, KPMG, Nationwide Financial, HUB International Northeast, Oppenheimer, PGP Financial, Russell, Salomon Smith Barney, Shepherd Kaplan, UBS and Wagner Law Group have approved the Geller Group
  
  
• Crain's New York Business rated the Geller Group the 13th largest benefits consulting company (June 2009)
  
  
• Zephyr Associates, Inc. enables the Geller Group to help ERISA fiduciaries manage their responsibilities more effectively by providing an objective, strategic and prudent process for the selection and monitoring of plan asset investments.
  
  
• Nationwide Financial applauded the Geller Group for achieving high service standards (fourth quarter 1997) and successful broker relationships (winter 1997). Geller Group is a member of Nationwide's select group of Preferred Plan Administrators.
  
  
• Fidelity Investments recognized the Geller Group for achieving success as an on-line TPA in Plan Sponsor (August 1999) and Pensions & Investments (April 2000). The Geller Group is a founding member of Fidelity's TPA Advisory Council.
  
  
• Schwab sends retirement plan referrals to the Geller Group. We develop and maintain effective relationships with Schwab's branch Financial Consultants and affiliated Registered Investment Advisors. The Geller Group is a former member of Schwab's Retirement Plan Advisory Board.
  
  
• Corbel SunGard's document system and Relius recordkeeping technology is used by the Geller Group since 1984. The Geller Group is a member of Corbel SunGard's Executive Forum.
  
  
• Greenberg Traurig, LLP, an international law firm, has approved the Geller Group as a certified participant in its Fiduciary Audit ® Protection Program to ensure ERISA and Internal Revenue Code compliance for ERISA fiduciaries and plan sponsors.