SERVICES INCLUDE:
  • Retirement plan analysis and research
  • Design and implementation of plans
    (401(k), pension programs and more)
  • Reporting, legal and compliance strategies
  • Fiduciary education and due diligence

The retirement advisers at StoneStreet Equity are focused on one thing - helping Plan Sponsors of all sizes manage Fiduciary risks while achieving plan objectives. Led by a team of corporate retirement specialists with an average of nearly 30 years experience,

StoneStreet Equity has been heralded as one of the most goal-oriented retirement planning firms and was named the 2007 PlanSponsor Magazine Advisor Team of the Year. StoneStreet Equity is a member firm of NRP Financial, the largest nationwide network of retirement plans advisers.