Employee Communications Specialists

The Geller Group's communications specialists are available to provide your company with:

• Unbiased information
  
  
• On-demand enrollment kits and prospectuses
  
  
• Increased employee participation
  
  
• 404(c) protection for ERISA fiduciaries
  
  
• Quarterly performance updates and newsletters
  
  
• Reviews of mutual fund profiles and reports
  
  
• On site enrollment meetings and annual employee fund updates
  
  
• On-line guidance educates the participant with respect to their investment options, recommends specific asset class allocations, provides tools to select mutual funds within the asset classes and submits investment decisions directly to the trading platform under the plan.
  
  
• Geller Group Communications Specialists provide education and unbiased guidance for employee groups, as well as in one-on-one counseling sessions.
  
  
• Our one-on-one counseling sessions include an interactive program providing asset allocation guidance and retirement planning projections. With information provided by our recordkeeping system and by the plan participant, our communications specialists provide the participant with an action plan confirming goals, assumptions, risk tolerance, amount of replacement income, current employee deferrals, employee communications, current investment options with actual invested amounts, and specific investment suggestions based upon the available asset classes.
  
  

To speak to someone regarding our services, please refer to our contact information.