Client Experiences

“Thank you, Sheldon, it was a productive meeting and we are appreciative of all that you and your team do. Meeting minutes approved. I will file accordingly.”
Christine Longfield, Corporate Controller, Nobu Group, LLC

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

“We appreciate the thoroughness of the 401k meeting. The meeting minutes are approved.”
Deborah L. Klaus, Controller, North Atlantic Industries, Inc.

“Hi Sheldon, thank you again for your team’s continued support and efforts in managing our plan so effectively. We really do appreciate it. Meeting Minutes Approved. Have a good day, Donna.”
Donna Abel, Principal, Abel Cine Tech, Inc.

“Richard said you are doing a great job with his client. Richard and I would refer your team in a minute. ”
Shari Stern, Controller, Grassi & Co.

“The service, advice and professionalism that Stone Hill offers go way beyond the very compelling financial offer. The assumption of legal fiduciary responsibility is something most brokers cannot provide. I would urge you to reach out to our CFO or VP, HR to share with you the value add and aptitude that we did not know were missing.”
Bradley Tolkin, Co-Chairman, Chief Executive Officer, World Travel Holdings

“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/plan administrator. They are excellent, their fee is reasonable and they provide “sleep” protection.””
Neal S. Nackman, CFO, G-III Apparel Group, Ltd

“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

“I appreciate the fastidious attention to detail. Caryn Newman of Stone Hill has been a wonderful help. We appreciate this great work.”
Leo J. Fridley, CFO, North Atlantic Industries

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

“If your clients move to Fidelity, their life will be better. Employees do not come into HR for everything 401k.”
Karen Ruckert, Director of Human Resources, Wine Enthusiast Companies

“I received very good feedback from yesterday’s meeting. Specifically, the 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

“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.