Retirement Plan Services

We are both vendor and investment neutral, allowing us to act as a truly independent consultant. Our goal is an efficiently managed retirement plan that helps you retain valuable employees

StoneStreet Equity, LLC utilizes a strategic approach to help clients manage all aspects of their retirement plan. We first benchmark your current plan to determine its competitiveness from an administrative, investment and cost effective standpoint. We then establish a due diligence process to plan and document fiduciary control activities and responsibilities. After that, we determine the appropriate investment selection(s) to optimize asset allocation. As part of our plan implementation process, we develop an investment education program for your plan participants, treating education as a process rather than an event.