Professional Referrals

“I would like to share the wonderful experience we have had with our 401k plan fiduciary, Stone Hill Fiduciary Management, for the past six years. As 401(k) Plan Auditor, we would be remiss in not suggesting you explore their services. They are professional, efficient, and provide excellent service. I give them my highest recommendation!”
John C. DeFalco, CPA, Partner, Sheehan & Company, CPA, PC

“I have worked with Sheldon Geller for over thirty years, during which he has served as Managing Fiduciary for my largest client. Sheldon does excellent work and will reduce your fees and add value to your 401(k)-retirement plan.”
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

“I introduce you to someone who has been invaluable to our clients for their 401(k) plans. Sheldon acts as an independent fiduciary and would be a great resource to alleviate your risk with respect to your plan responsibilities.”
Cindy McLoughlin, CPA, Managing Partner, Consumer, Hospitality, and Manufacturing Practice, CohnReznick LLP

“I would like to introduce you to Sheldon Geller from Stone Hill Fiduciary. He has been my go-to professional for anything EBP related with particular expertise limiting fiduciary risks. I recommend that 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. You comment on the emails, which we sent out to all Wells Fargo clients, informing how our client will be impacted.”
Diane M. Smith, CRSP, Vice President, Relationship Manager, Wells Fargo Institutional Retirement and Trust

“You may want to consider utilizing the services that Stone Hill provides 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 wanted to provide an email introduction to Sheldon Geller. Sheldon is the President of Stone Hill Fiduciary, an independent ERISA fiduciary consulting firm. Sheldon has substantial experience working with Fidelity plans.”
Robert A. Hunt, Vice President – Retirement Director, Fidelity Investments

“I have a very strong working relationship with Sheldon and his team and believe they would be a tremendous help in assisting you with the fiduciary and administrative tasks associated with your plan.”
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