Employee Benefit Consulting

The Geller Group, a member of Focus Financial Partners, is a professional services organization that provides a value-added, full-service solution to meet the retirement plan needs of our clients and their investment advisors. Since 1984, the Geller Group has designed 401(k) plans, pension plans, and investment policy strategies that yield superior results. We provide unbiased guidance, innovative technology, investment flexibility and quality service with the convenience of a single service provider. In today's competitive employment market, the employer who offers superior benefits is better able to attract and retain a talented workforce.

With over 75 professionals, 1,000 client relationships, and 1.8 billion dollars under recordkeeping management, the Geller Group offers experienced consultants, advanced technology, responsive customer service, specialized Web and voice systems and ongoing participant education. We provide an integrated full-service solution, personal attention and cost containment for middle-market employers.

A change in regulatory environment and a demand for full disclosure have changed the way plan sponsors approach their defined contribution programs. Plan Sponsors want true open architecture rather than one mutual fund family, and a comprehensive servicing relationship rather than a mutual fund driver. We have embraced "doing the right thing for our client" as a guiding principle.

We offer fee-based Registered Investment Advisors, as well as commissioned brokers, retirement plan solutions for their clients. We deliver recordkeeping, plan administration, sales support, ERISA expertise, employee communications, online objective investment guidance and investment advisory support services. These investment advisor solutions also provide mutual fund commissions and advisor fees enabling investment advisors to meet plan sponsor needs and to grow their assets under management.