Client Experiences

“Thank you, it was a productive meeting. We appreciate all that your team does for us. Meeting minutes approved.”
Christine Longfield, Corporate Controller, Nobu Group, LLC

“Meeting Minutes approved.  We appreciate the attention to detail, strategies to reduce plan cost and mitigate risk.”
Leo J. Fridley, CFO, North Atlantic Industries, Inc.

“I attach Board Resolutions authorizing Stone Hill’s fiduciary appointment and retirement committee’s formation.”
Daniel Zinn, General Counsel, OTC Markets Inc.

“Thank you for your professionalism, subject savvy and managing the process to bring significant and positive
impacts in our organization.”
Dante Castillo, Head of Operations Site, Yauco, P.R., Sartorius Group North America

“We appreciate all that you have done and do for the Investment Committee.  We approve the fee increase.”
Steve McPeak, Vice President of HR, Raymour & Flanigan Furniture

“Hi Sheldon, thank you for your team’s efforts in managing our plan so effectively.  Meeting Minutes Approved.”
Donna Abel, Principal, Abel Cine Tech, Inc.

“I am very pleased with our new partnership and the value you are bringing to our present and future environment.
We have a high regard for Stone Hill.”
Chris W. Nickerson, Chief Human Resources Officer, BlueVoyant

“Brokers do not assume fiduciary responsibility.  Speak to our CFO or VP, HR to understand Stone Hill’s value.”
Bradley Tolkin, Co-Chairman, Chief Executive Officer, World Travel Holdings

“I have attended committee meetings for 30 years.  This was the best review with well-presented information.”
Mark Hurwitz, Director Corporate Strategy, Lamart Corporation

“Thanks for the well written article on 401(k) Trends, which confirmed our committee’s plan design initiatives.”
Mary Lavin, President, Sartorius Group North America

“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.

“Thanks for the quick turnaround on the meeting minutes and your efficiency moving through the meeting agenda.”
Dan Dourney, CEO, Professional Orthopedic and Sports Physical Therapy, P.C.

“This is a perfect notice for the CARES Act, we will distribute to all participants, thank you.”
Marsha Hennig, CFO, Econoco Corporation

“Thanks for the great service…you certainly lived up to your promise!  Senior staff is very pleased.”
Barry Rosenberg, Chief Executive Officer, Econoco Corporation

“The new CFO came away impressed by the work you put into the role and the value we receive as a firm.”
Steven A. Yadegari, Executive Vice President and General Counsel, Cramer Rosenthal McGlynn, LLC

“Thank you for the retirement plan committee meeting.  I appreciate your hands-on approach and expertise.”
Kevin Schmutz, CPA, Partner, Sheehan and Company, C.P.A., P.C.

“Thank you for the excellent service, professionalism, committee meetings and looking out for our investments.”
Alexander G. Rojas, Esq., Barst Mukamal & Kleiner, LLP

“Thank you for pointing out this requirement and drafting a cybersecurity policy.  It is accurate and appropriate.”
Mike Keegan, EVP, CFO, g2o LLC

“The staff at Stone Hill led by Sheldon Geller is the best!!  They are extremely professional, focused and attentive.”
David W. Kalish, Sr. Vice President-Chief Financial Officer, Gould Investors L.P.