“Focus has delivered on its representations and has lived up to our expectations. More particularly, Focus has enabled us to continue managing our firm independently and to continue to provide our clients with our value-added fiduciary services. Furthermore, we now ‘dare to be great’ by hiring new talented personnel to service and grow our business.”
– Sheldon Geller, Managing Director, Geller Group, New York, NY • Focus Partner since January ’06

Based in New York, NY, the Geller Group is a third-party administrator providing an integrated full-service solution to meet the retirement plan and welfare benefit plan needs of middle-market firms. Managed by Sheldon Geller, a founding member of Fidelity’s TPA Advisory Council and Schwab’s Retirement Plan Advisory Board, and Manny Erlich, the Geller Group designs 401(k) plans, pension plans, welfare benefit plans, and investment policy strategies.