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What Our Clients Say: Testimonials

SCS testimonialsWhat Our Clients Say

– Lee Swerdlin, President, Swerdlin & Company

"This was one of the most useful and informative seminars I have been to. It was full of practical information and updates that were presented in an easy to understand manner."

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

Bill Nesbitt, Director of Sales and Operations, Walker Benefits, Inc.

"We had been in business thirty years without a business plan. SCS provided a framework and a focus to help us create a living, breathing document that is a roadmap for our firm's future."

– Ken Ingham, President and CEO, Ingham Retirement Group

"Sarah is a great teacher! The workshop was a good combination of technical teaching and customer service training. I really liked how she related her experiences to our day-to-day work."

– Professional development workshop attendee

"Sarah's leadership abilities, organizational skills and industry knowledge was instrumental in spearheading our extraordinary growth."

– Brian Graff, ASPPA Executive Director

"The training helped improve client satisfaction and helped us increase assets under management through a new targeted market."

– Retirement Services Institution Training Director

– Owner of pension administration firm

– Craig Suemori, CPC, QPA, QKA
Suemori & Inouye

– Lori Durbin, QKA, Dynamic Pension Services

– Brainstorming session attendee

– Brainstorming session attendee

"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

– Professional development workshop attendee

Owner, start-up midwest retirement services firm

– Insurance company attendee – “Evolution of Qualified Plans”

– Insurance company VP northeast region

– Robert Penafiel
Pension Services, Inc.

– "TPA Best Practices" ASPPA Annual Conference session attendee
Manager of Texas TPA firm

– ASPPA Womens' Business Leaders Forum attendee
Partner of a DC-area TPA firm

– Manager, Florida TPA firm

Power of 3 Retirement Industry Update Workshop
   
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