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Web Technology
The Geller Group electronic links with Fidelity, Charles Schwab and the Best of America Group Pension Series are completely automated, and trust and participant accounts are reconciled on a daily basis. We are a premier provider of investment advisory and daily processing services to plan sponsors on these fee-based, multiple-fund family trading platforms:
- FIDELITY
INSTITUTIONAL BROKERAGE GROUP
We offer access to over 350 mutual fund families, including Fidelity and non-Fidelity funds, through the Fidelity Institutional FundsNetwork. Fidelity, the nation's largest 401(k) provider, offers consolidated monthly reports, trust ownership of mutual fund shares, price-per-share reporting, mutual fund clearing and custodial services. The Geller Group LLC., is pleased to be one of a select group of third party plan administrators that have qualified to be included in Fidelity's Special Load Wavier Program, which allows our clients to purchase mutual funds without a sales charge through Fidelity Brokerage Services. The Geller Group, one of the largest consultants online with Fidelity, is a founding member of Fidelity's TPA Advisory Council.
- CHARLES
SCHWAB RETIREMENT PLAN SERVICES
We offer a wide selection of mutual funds through Schwab's Mutual Fund OneSource service. Schwab Funds offers index, lifestyle and asset allocation funds with low expense ratios. Schwab offers Personal Choice Retirement Accounts, a self-directed brokerage account option. Schwab also provides consolidated monthly reports, trust ownership of mutual fund shares, mutual fund clearing and custodial services, as well as same-day exchanges for fund transfers. Schwab Trust provides favorable revenue sharing arrangements for qualifying 401(k) plans to offset employer-paid administrative fees and corporate trusteeship fees. Schwab's technology streamlines transactions, while Schwab.com offers online investor forums and live video newscasts provided by CNBC. The Geller Group is a member of Schwab's Retirement Plan Advisory Board.
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NATIONWIDE FINANCIAL SERVICES
We integrate our administrative and legal services with Nationwide's Best of America Retirement program, offering plan sponsors well-known mutual funds and paying agent services. Nationwide Financial Services, Inc. (NYSE:NFS), is a leading provider of financial services to small plan sponsors. The Geller Group is a Nationwide Pinnacle PPA.
Securities offered through Fidelity Brokerage Services LLC, National Financial Services LLC and Charles Schwab & Co., Inc., Members NYSE, SIPC, and MSCS Financial Services, LLC (a wholly owned subsidiary of Matrix Settlement and Clearance Services, LLC) and PGP Financial, Inc., members NASD, SIPC. Geller Group Ltd., is an independent company and is not affiliated with these broker/dealers. Offers of mutual funds are by prospectus only. Call for a free prospectus, and read it carefully, including sales charges and expenses, before investing or sending money. Past performance is no guarantee of future results. Share prices and investment returns fluctuate, which may produce a gain or loss on the sale of shares. Geller Group Ltd., may receive remuneration for providing certain shareholder services for mutual funds purchased through Fidelity or Schwab. Trust services offered by Charles Schwab Trust Company, Reliance Trust Company, Matrix Capital Bank and Nationwide Trust Company, FSB.
To speak to someone regarding our services, please refer to our
contact information.