- Investment advisory services offered through Independent Financial Partners, a Registered Investment Adviser.
We strive to be a trusted, respected advisor to plan sponsors, focusing on successful participant outcomes and enabling plan committees to understand all aspects of their duties StoneStreet Equity, LLC is not owned or controlled by Independent Financial Partners.
- Third-party posts found on this profile do not reflect the view of Independent Financial Partners and have not been reviewed by Independent Financial Partners as to accuracy or completeness.
03/31/2022
StoneStreet Equity is excited and proud to announce our recognition as a NAPA Top DC Advisor Team of 2021. The National Association of Plan Advisors (NAPA) highlights the nation's leading retirement plan advisor firms who are actively bringing change to plan sponsors and their retirement plan participants across the entire country.
We at StoneStreet Equity are personally humbled and elated to join this list of reputable advisor teams who also share the common goal of helping Americans prepare for a financially satisfying retirement. We'd like to extend a gracious thank you to all of our clients for giving us the chance to make a difference in their retirement plans along the way.
09/15/2021
We at StoneStreet Equity are excited to announce that Heidi Sidley has been named as a nominee for NAPA 2021 Top Women Advisors List. We celebrate Heidi and the many women included who are actively bringing meaningful change to the retirement plan industry. Please show your appreciation by voting for Heidi using the link below.
StoneStreet Equity is proud and excited to announce that we have been named to the NAPA Top DC Advisor Teams List for 2020!
We thank all of our plan sponsors and colleagues who helped us best service plan participants on their journey to achieving meaningful retirement outcomes.
11/11/2020
StoneStreet Equity is excited to announce that Heidi Sidley has been named to the NAPA Top Women Advisors List of 2020 as a “Captain.” We congratulate Heidi for her contributions and continued dedication to the retirement industry.
We were excited to see one of our analysts’, Anthony Sabia, appear on the CNBC Halftime Show today to ask the team some stock and market-related questions.
10/09/2020
Vote now for StoneStreet Equity's own, Spencer Goldstein CFA, for NAPA's Top Young Retirement Plan Advisors of 2021. We are proud to see Spencer named amongst the nation's top young advisors, and with your help, we can ensure his place on the list for another year.
Vote now for StoneStreet Equity's own, Heidi Sidley for NAPA's Top Women Advisors of 2020. We are very proud to see Heidi named amongst the nation's top women advisors who are making substantive differences for Americans and their retirement outcomes.
StoneStreet Equity is wishing everyone and their families well during this global pandemic. We have been focused on assisting plan sponsors and their participants during this difficult time and are proud to announce that we have been named to PlanAdvisors Top 100 List for Retirement Plan Advisors for 2019!
We thank PlanAdvisor for this sincere acknowledgment and congratulate all teams and individuals named to this honorable list. We look forward in continuing to guide our clients through this difficult time.
StoneStreet wishes everyone the utmost health and safety.
Awards & Honors: StoneStreet Equity is proud to be included as one of NAPAs 2019 Top DC Advisor Teams. The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms.
StoneStreet Equity is proud to announce that Spencer Goldstein has been named a NAPA Top Young Retirement Plan Advisor for 2020. Congratulations Spencer!
Address
1133 Westchester Avenue Ste S-221 White Plains, NY 10604
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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. In serving as a fiduciary partner for more than 25 years, we have developed the specialized resources and experience to help you answer your questions and solve your most pressing challenges.
Services we offer:
Investment policy statements:
Do you know what your plan’s goals are? Are you sure that it is designed to meet them? We help you develop a blueprint for your entire investment program, establishing investment goals and risk parameters.
Investment committee training:
Does your investment committee understand its fiduciary responsibilities? StoneStreet Equity can work to educate committee members and facilitate meetings to help your plan meet its fiduciary responsibilities. Provider monitoring, search and selection: Have you selected the right investment managers? Are your service providers cost efficient? We offer a wealth of comparative information to enable you to evaluate your plan’s service and investment providers to fulfill your fiduciary duty.
Expense benchmarking:
Are you paying higher than average fees to your investment and service providers? StoneStreet Equity can compare your plan’s expenses to industry norms and help you negotiate fees. Enrollment and communications: Do your company’s employees value the plan you offer? Do they understand it and invest appropriately for their needs? We can help you with strategies designed to increase participation, deferral rates and overall appreciation for the plan.
Participant success measures and retirement readiness:
How well does your plan help participants prepare for retirement? How does your participants’ “retirement readiness” compare to other plans?
Investment advice offered through Resources Investment Advisors, LLC., an SEC-registered investment adviser.
