Client Experiences

“Thank you to you and the team at Stone Hill.  I sincerely appreciate your excellent customer service, the level of detail
and accountability you consistently demonstrate and the way you conduct business. Our partnership has greatly enhanced
our 401k program for our employees, and ensures compliance and corporate governance.”
Mary Lavin, President, Sartorius Group North America

“Our partnership worked out well, it was one of the best decisions I made in my career to recommend you to the
team and it’s comforting to know we are in capable hands. We appreciate your help, expertise and professionalism.”
Mary Beth Soehngen, Formerly VP, Administration, OTC Markets Group, Inc.

“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

“Thank you, Sheldon! This email is the exact reason why I am so glad we switched to you (as all of your other
well written emails and immediate action to make changes immediately).”
Hope Platel, Vice President of Finance, Ace Endico

“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.

“Your commitment to excellence allows us the ease of knowing our fiduciary obligations are being monitored and met.
Nice job to you and your team!”
Monica Stowell, Director of Benefits, Raymour & Flanigan

“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 all your support and recommendations! Attached you will find the documents already signed.”
Brenda Rodriguez, HR Manager/Business Partner, Sartorius Stedim Filters Inc., Yauco, Puerto Rico

“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.

“Congratulations upon your appointment to Fidelity’s Advisor Concierge Program! Although I am not surprised
given our experience over the period of our partnership. You and your team are amazing!”
Sangya Sharma, Chief Human Resource 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

“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.

“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.