“Plaintiffs’ Counsel who threatened litigation alleging underperformance, mismanagement and excessive fees decided not to proceed since documents provided by defense counsel showed weaknesses in plaintiffs’ case (noting multiple recordkeeping fee reductions, fund performance monitoring, fund replacements and committee meetings).”
John Doe, Vice President, Human Resources, Stone Hill Client (actual client experience)
“Sheldon, thank you for the very thoughtful and thorough presentation to our insurance carrier. You did an excellent job on behalf of Comtech. I am impressed by your detailed knowledge of our 401(k) plan in a short period of time.”
Nancy Stallone, Treasurer and Corporate Secretary, Comtech Telecommunications Corp. (NASDAQ: CMTL)
“I am pleased to report that our incumbent carrier reduced our fiduciary liability policy retention quote by 60%, citing our plan committee’s governance activities that reduce risk and the likelihood of a successful fiduciary breach claim.”
Michael Brady, Senior Vice President of Finance, G-III Apparel Group, Ltd. (NASDAQ: GIII)
“Thank you for diligently working with Fidelity to ensure our plan was not impacted (by the Pension Benefit Information, LLC data breach). I greatly appreciate it.”
Taniya Mazzullo, Head of Human Resources & Administration, OTC Markets Group Inc. (OTCQX; OTCM)
“Sheldon is a wealth of information and has helped us immensely with the management of our 401K plan.”
Steve McPeak, VP of Compensation, Benefits and Wellbeing, Raymour & Flanigan Furniture
“Thanks for performing a review of our 401(k) Plan Committee Charter. We appreciate your observations and detailed explanations associated with each point to update and conform our Charter to actual committee operation.”
Edward Bertellotti, Head of Risk and Internal Controls, Wealthfront Corporation
“My signed investment policy is attached. Thanks for your invaluable and informative committee meetings.”
Tong Yi Tsui, Chief Operating Officer, FXCM Global Services LLC
“The service, advice and professionalism that Stone Hill offers go beyond the compelling financial offer. Their assumption of fiduciary responsibility is a service most advisors cannot provide. Reach out to our CFO or VP, HR.”
Bradley Tolkin, Co-Chairman, Chief Executive Officer, World Travel Holdings
“I have worked with Sheldon for 30 years, during which he has served as Managing Fiduciary for my largest client.”
Jeffrey Mamorsky, Co-Chairman, Global Benefits, Compensation and Capital Solutions, Greenberg Traurig, LLP
“Contact Sheldon–promise you will be pleased–he is a true professional. Best I have seen in my career in this arena.”
Ronald J. Eagar, CPA, CCIFP, Partner, Grassi & Co., CPAs
“Thank you for your very helpful update on Secure Act 2.0, noting how it operationally affects our 401(k) plan.”
Daniel Zinn, General Counsel & Chief of Staff, OTC Markets Group Inc. (OTCQX: OTCM)
“Stone Hill is our 401(k) advisor. They are excellent, their fee is reasonable and they provide “sleep” protection.”
Neal S. Nackman, CFO, G-III Apparel Group, Ltd. (NASDAQ: GIII)
“Thanks for recommending auto enrollment; increase in participation since in Q4, 2021, is drastic; no refunds!”
Andrew Crawford, Chief Operating Officer, g2o, LLC
“Thank you for reviewing, Sheldon. Signed, attached and submitted to Charles Schwab via DocuSign.”
Leo Fridley, CFO, North Atlantic Industries, Inc.
The above testimonials by current clients and former clients of Stone Hill are unsolicited and provided without compensation. Exact experiences of those who use our services will vary and be unique to each client.