Why Choose Gilliam Bell Moser Retirement Plan Services?
More than 65 years of combined expertise
Commitment to education
Exceptional Client Service
24 hour response to emails and voicemails
Sense of urgency
Non-compartmentalized —our entire staff can perform all functions of administration
Commitment to Communication
Weekly email updates during setup and conversion
Plan Tracker-allows clients and advisors to monitor the progress of the annual administration process
Plan design and investment platform tailored to your specific needs
Focused on solutions, not products
Corrections & Consulting Specialties
Proactive approach to avoiding problems- As one of few firms specializing in EPCRS corrections, we capitalize on what we have learned while solving problems and implement procedures to avoid the pitfalls
Coordination with Audit Division
Easier and quicker audits- Having an audit division within GBM allows us to better serve our administration clients.