ERISA Fiduciary Management Expertise in Serving Retirement Plan Sponsors

The designation of an Independent Named Fiduciary focuses on the responsibility and liability for proper management and operation of a plan for the benefit of the participants and the plan sponsor.

ERISA Named Fiduciary and/or Registered Investment Advisor: Currently serve 90 plus clients with an amount approximating $1.8 billion in plan assets under management

ADP Retirement Services Platinum Level Elite Program Advisor: Preferred relationship status with exclusive services for our over 20 plus clients with ADP Retirement Services (2020-Present)

Fidelity Concierge Program Advisor: Recognition for our over 50 plus clients with Fidelity enabling our clients to receive increased efficiency and experienced service solutions (2018-Present)

G-III Apparel snaps up Fidelity as recordkeeper of 401(k) plan: Recognizes Stone Hill’s RFP and recordkeeper search for this $163 million plan and the successful transition to Fidelity effective November 1, 2022 (Pensions & Investments, January 23, 2024)

Nobu Group picks ADP Retirement Services as recordkeeper for 401(k) plan: Recognizes Stone Hill’s RFP and recordkeeper search for this $10 million plan and the successful transition to ADP Retirement Services effective October 1, 2019 (Pensions & Investments, November 18, 2019)

Sartorius signs Fidelity as new 401(k) plan recordkeeper: Recognizes Stone Hill’s RFP and recordkeeper search for this $50 million plan and the successful transition to Fidelity effective April 1, 2018 (Pensions & Investments, September 8, 2017)

An $89.9MM New York Plan Sponsor Chooses Fido: Recognizes Stone Hill’s RFP and recordkeeper search for this $90 million plan and the successful transition to Fidelity effective April 1, 2015 (The 401k Wire, March 17, 2015)