Services

Constant oversight is needed to safeguard companies from costly errors and to assure employee satisfaction. Companies, large or small, require ongoing advice on 401(k) and other retirement plans, equity compensation, and insurance benefits. Issues of plan governance, investment policy, ERISA 404(c) compliance, and employee communications are more demanding than ever before. Many companies rely on different relationships. They struggle to manage an effective team that may include actuaries, recordkeepers, plan administrators, investment managers, brokers and advisers, insurance representatives, and lawyers. At StoneStreet Equity, LLC there is a single solution.

Retirement Plan Services

We combine our expertise as actuaries, plan consultants and investment professionals with the resources of the leading institutions available.

Investment Advisory Services

StoneStreet Equity, LLC provides face-to-face investment advice for plan participants.

Group and Individual Insurance Services

Our experts develop state-of-the-art, industry-leading solutions to help clients gain maximum value from their insurance programs.

Global Equity Plan Services

StoneStreet Equity, LLC works to ensure that your program meets corporate objectives, pleasing employees and meeting your budget.