our unique approach

OUR PROCESS HAS FIVE PARTS:

Investment consulting

  • Investment policy statement review assistance
  • Investment selection support
  • Investment monitoring/committee meetings
  • Investment replacements and manager searches
  • Asset/liability studies

Plan Design Assistance

  • Technical assistance
  • Audit and compliance coordination
  • Compliance updates
  • Retirement income adequacy studies

Investment Fiduciary oversight

  • Annual fiduciary review
  • Fiduciary resources
  • Fiduciary education

Provider management and benchmarking

  • Annual fee and service reviews
  • Provider search
  • Transition coordination
  • Vendor Service Contract negotiations

Participant Financial Wellness Programs

  • Education
  • Guidance
  • Transitions

At StoneStreet Equity, LLC, we work with plan sponsors at every stage of their retirement program’s preparation, from the initial review of investment policy and plan provisions through regular oversight and monitoring.