Professional Referrals

“I share the wonderful experience we have had with our 401k plan fiduciary, Stone Hill Fiduciary Management, for six years.  As your plan auditor, we suggest that you explore their services.  I give them my highest recommendation!”
John C. DeFalco, CPA, Partner, Sheehan & Company, CPA, PC

“Thank you for the committee meeting minutes, best I have seen in years.”
Tina M. Isbitsky, CPA, Managing Director, TMI CPA, P.C., Specializing in Employee Benefit Audits

“I have worked with Sheldon for thirty years, during which he served as Managing Fiduciary for my largest client.”
Jeffrey Mamorsky, Co-Chairman, Global Benefits & Compensation, Greenberg Traurig, LLP

“I recommend that you have a call to discuss Stone Hill potentially acting as a Named Fiduciary for plan administration.”
Jay A. Dorsch, Member, Cozen O’Connor

“Thanks for the fast turnaround, Sheldon.  I accepted your comments and attach a revised resolution that should be final.”
Fredric Singerman, Partner, Seyfarth Shaw LLP

“Stone Hill, an independent fiduciary, would be a great resource to reduce your plan risk and responsibilities.”
Cindy McLoughlin, CPA, Managing Partner, Consumer, Hospitality, and Manufacturing Practice, CohnReznick LLP

“Sheldon has been my EBP professional with particular expertise limiting fiduciary risks.  I recommend you connect.”
Asael Meir, CPA, Partner, Technology Industry Leader, CohnReznick LLP

“Contact Sheldon–promise that 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

“Sheldon is an investment advisor at Stone Hill Fiduciary Management who I highly recommend.”
Adam S. Lilling, CPA, CFA, Partner, Lilling & Company LLP

“Good to see you at the plan committee meeting.  My client is impressed with the scope of Stone Hill’s services.”
Andrew E. Graw, Partner, Lowenstein Sandler LLP

“Stone Hill moved our 401(k) plan to Fidelity and reduced our advisor fee and our controller’s involvement.”
Louis C. Grassi, CPA, CFE, Managing Partner, Chief Executive Officer, Grassi & Co., CPAs, P.C.

“You have an outstanding value proposition here.”
Eric Carroll, Partner, NY Leader for Employee Benefit Plan Services, RSM US LLP

“Sheldon, you are the most proactive consultant that I work with.  You keep our client informed of what is to come.”
Diane M. Smith, CRSP, Vice President, Relationship Manager, Wells Fargo Institutional Retirement and Trust

“You may want to consider utilizing Stone Hill to further mitigate plan liabilities and ensure compliance.  I would definitely support the decision to layer Stone Hill services into the company’s 401(k) plan.”
Alex Brownstein, ARPC, Senior Retirement Plan District Manager, ADP Retirement Services

“I want to provide an email introduction to Sheldon Geller, who has substantial experience working with Fidelity plans.”
Robert A. Hunt, Vice President – Retirement Director, Fidelity Investments

“Thank you for sharing this inquiry with me.  You are always both timely and spot-on with your oversight.”
Robert L. Friedman, Sr. Relationship Manager, ADP Retirement Services

“Stone Hill would be a tremendous help in assisting you with your fiduciary and plan administrative tasks.”
Hunter Pell, Managing Director, Fidelity Investments

“Wanted to share information on the 401(k) plan prepared by Sheldon Geller, who has done work with RSM on our benefit plan audit clients. There are substantial expenses to be saved and fiduciary risk to be reduced.”
Gregory Natalucci, Assurance Partner, RSM US LLP