From 2007 to 2016, Sarah Simoneaux partnered with Chris Stroud to offer unique services through Simoneaux and Stroud Consulting Services. Upon Chris Stroud's retirement in 2017, Sarah Simoneaux continues to offer those same unique services through Simoneaux Consulting Services, Inc.
We are not ordinary consultants. We are change agents who create business models to deal with today's fast-paced world. We use our experience in the retirement planning industry and in the non-profit sector to help third party administration (TPA) firms, insurance companies, financial institutions and non-profit organizations successfully adapt to industry and technological change. We combine our business know-how and real world experiences to deliver innovative solutions and create collaborative work environments.
SCS’s mission is to provide consulting services to businesses and non-profit organizations to help them capitalize on opportunities and face the challenges that exist in today’s rapidly changing business environment. We draw upon our unique blend of industry expertise, business know-how, real world experiences and consulting skills to help our clients increase efficiency and profitability and to help their employees achieve personal and professional growth.
Integrity: We maintain the highest standards of ethical conduct and professionalism.
Relationships: We strive to build lasting relationships based on trust and open, honest communications.
Collaboration: We create collaborative environments in order to promote creative thinking and synergistic interactions.
Knowledge: We are dedicated to the concept of life-long learning. We are committed to effectively transfer our knowledge and the benefit of our experience to others.
Growth: We promote personal growth though education and professional development and business growth through strategic planning and effective use of resources.
Our Guiding Principles are:
to seek ways for businesses to add value and to teach individuals to recognize their own value;
to think strategically, to listen intently and to guide objectively;
to promote and maintain effective balance between personal and professional endeavors;
to be passionate about our work; and
to incorporate real-world experiences and elements of humor in all that we do.
ABOUT SARAH SIMONEAUX, CPC
Sarah Simoneaux is a retirement services industry consultant and has worked in the retirement services industry since 1981. She is a graduate of the University of California at Los Angeles with a degree in History and Economics. Ms. Simoneaux earned her Certified Pension Consultant designation with the American Society of Pension Professionals and Actuaries in 1988.
Ms. Simoneaux served as President of the American Society of Pension Professionals and Actuaries (ASPPA) in 2005-2006. Over the years, she has volunteered her services in various capacities to assist ASPPA, including Chair of the Strategic Planning and Implementation Team, Conference Committee Chair, Membership Committee Chair, Government Affairs Communication Chair, Treasurer of the Finance & Budget Committee, Chair of the ASPPA Management Team and Chair of the ASPPA Nominating Committee.
Ms. Simoneaux served as a Technical Education Consultant for the Enrolled Retirement Plan Agent (ERPA) education program and as an ASPPA Educational Programs Advocate. She wrote the textbook, Retirement Plan Consulting for Financial Professionals, which is used for the PFC-1 (Plan Financial Consulting - Part 1) course of ASPPA’s Qualified Plan Financial Consultant (QPFC) credentialing program. She recorded the ASPPA DC-1 web course used in the ASPPA Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) programs. She has published articles in The ASPPA Journal on education in retirement services firms, is the author of the column “GradePoints” in NTSAA 403(b) Advisor magazine and co-authors a quarterly column in The Journal of Pension Benefits on retirement organizations’ best practices.
Ms. Simoneaux was formerly Vice President of Actuarial Systems Corporation, a software firm located in Tarzana, CA, providing software services related to qualified retirement plan compliance and recordkeeping, documentation and consulting. As Vice President of ASC, Ms. Simoneaux was responsible for the team servicing ASC’s qualified plan compliance software product for the institutional marketplace. Prior to her position at ASC, she was a partner in JWT Associates, a qualified plan consulting firm in Los Angeles, CA. She sold the firm to Union Central Life after growing its qualified retirement client base from five plans to over one thousand plans.
Ms. Simoneaux has published articles and spoken locally and nationally on various topics related to retirement plans, employee benefits software systems, plan design and TPA best practices as well as on topics related to customer service, client management, strategic planning and teambuilding. Her years of experience include management experience in a private corporation environment and volunteer and leadership experience with several professional organizations. Outside of the management and retirement plan areas, Ms. Simoneaux served as Cub Scout day camp director and volunteers for various groups in the city of New Orleans.