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What We Do: Workshops and Webcasts

What We Do


SCS specializes in creating skill-building workshops and webcasts that combine technical education with soft skills development incorporating industry relevant case studies. SCS creates workshops to match every skill level – from the industry novice to the seasoned veteran. Topics and activities can be customized to meet your specific business requirements, or you can select from the pre-designed workshops already available. You can choose the format that best suits your needs – onsite interactive programs, live webcasts or recorded webcasts. Our topics are designed to qualify for ASPPA and NIPA continuing education credits; some content will also qualify for ERPA continuing education credits.

  • Customer Service, Communication and Team Building
  • Bridging the Employee Generation Gap
  • Management and Leadership Training
  • Qualified Plan Technical Training
  • Unraveling the Mystery of Plan Compliance
  • Evolution of Qualified Plans
  • 401(k) and 403(b) "Bootcamps" (intensive learning sessions for ASPPA exams or specific topics)
  • Ethics and Professionalism



A midwest retirement services firm reorganized their administration staff, teaming up experienced and novice personnel to perform year end administration and compliance testing. Team members had varying knowledge levels but did not have a clear idea of how testing and compliance worked from start to finish. SCS presented an onsite customized compliance workshop using actual case studies and then continued to work with the team remotely on their plans to build their expertise. As a result, the firm was able to significantly increase their client base without adding any additional staff.

"I don't know what we would have done without SCS. We were able to accomplish more than we thought possible this year."

– Experienced administrator, midwest retirement services firm

"The customer service training was especially good (compared to other training we've had) because the case studies and exercises related to 'our world.'"

– Professional development workshop attendee

Owner, start-up midwest retirement services firm

– Insurance company attendee – “Evolution of Qualified Plans”

– Terrie Plewes, SI Group Hawaii (Industry Update and Communication/Customer Service session attendee)

– Janet Hanson, Alliance Benefit Group – Minnesota (Customer Service session attendee)

– Management and Leadership session attendee

– Evolution of Qualified Plans session attendee, OneAmerica employee

Power of 3 Retirement Industry Update Workshop

ASPPA Member

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