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

“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, the differences we have experienced and the infusion of 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 in Plan Design, which helped confirm 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

“Thank you very much Sheldon it is much appreciated — I informed Jim and Steve that you would sign the Commingled Funds form as Named Fiduciary and submit it to J.P. Morgan Asset Management.”
Ann Verillo, Director of Benefits, Raymour & Flanigan Furniture

“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 that has helped me feel confident that our plan participants will have a good experience in the days to come. We have a new plan, new partners and a new platform for the users. Caryn Newman of Stone Hill has been a wonderful help checking our transfer file. We appreciate this great work.”
Leo J. Fridley, CFO, North Atlantic Industries

“Sheldon, nice meeting you yesterday, you’re a pro! We look forward to working with you.”
Russel L. Miron, Partner/COO, FNY Capital Management LP

“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, quarterly meetings, and for always looking out for us and 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.