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Dedicated Administrators
The Geller Group has dedicated administrators who provide responsive and professional service, and personal attention.
- Dedicated
Administrators with years of experience to provide the plan sponsor and financial advisor with accountability and continuity of service
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Administrative, fiduciary and plan documentation advice as part of our
fundamental client relationship
- Specialized
Web technology that streamlines transactions for plan sponsors and provides retirement
account access for plan participants
- Benefit
statements including account balances, share reporting and
individualized rates of return mailed directly to participants
- Web-based
transaction statements summarizing fund transfers, purchases,
sales, dividends, capital gains, loan repayments and contribution deposits
on a price-per-share basis
- Disaster
Recovery and Business Continuity Programs are in place in case of an emergency.
- Employer
valuation reports and 401(k) employee benefit statements
on demand, signature-ready IRS Form 5500, 401(k) nondiscrimination reports
and year-round advice
- SAS No. 70 Report, an independent audit of the Geller Group's recordkeeping, daily valuation, paying agent, trust interface, voice response unit, Web and internal processes
To speak to someone regarding our services, please refer to our
contact information.