A Clearer Process for Complex Responsibilities
Administering a retirement plan comes with real responsibility. At Geller Private Wealth, we help employers create retirement solutions that are organized, compliant, and easy to understand—for both fiduciaries and participants.
Through a structured, service-forward process, we equip plan sponsors to help meet their obligations while supporting employees on their journey toward retirement readiness.
What You Can Expect From Our Process
We don’t just help you offer a 401(k)—we help you manage it thoughtfully. Each plan we support includes:
- A dedicated plan file to centralize documents and track fiduciary activities
- Investment policy guidance, including performance reviews and fee benchmarking
- Participant education tools that help simplify complex financial concepts
- Annual fiduciary checklists to help document compliance with key regulations
- Meeting documentation, including minutes, issue tracking, and 404(c) oversight
- Plan benchmarking and support evaluating alternative providers, if needed
- Form 5500 support and guidance navigating filing requirements
If your current plan isn’t meeting your goals, we’ll help evaluate whether a different provider or structure may serve you better.
Education That Moves the Needle
Many employees need help translating savings into a sustainable retirement. We focus on practical, actionable education that helps participants:
- Understand core investment principles
- Estimate the savings needed to replace income
- Identify common challenges that can derail long-term goals
We also track plan metrics that can reflect progress, including:
- Total plan fees
- Deferral and participation rates
- Average account balances
