What Our Clients Say: Testimonials

"We enjoyed our meeting and are so excited to be working with you. Everyone agreed that yesterday was awesome and by the middle of the day we all felt like we had been working with you for years."

– 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)

"It was very beneficial to have customer service training that relates to our retirement plan business. SCS did an outstanding job with their presentation and their training has made a positive impact on our company."

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

"SCS customized their training to meet our needs and concerns with managing. Training session was very beneficial for old and new managers."

– Management and Leadership session attendee

"A really good high level look at the evolution of retirement plans and how legislation has shaped where we are today. The discussion of the current economy and where proposed legislation might be taking us in the future was both interesting and informative. The speaker has a wealth of knowledge and experience to share with the audience and made one feel almost as if it was just 'industry folks chatting' as opposed to someone getting up in front of you and reading to you from a PowerPoint presentation. Engaging. Loved it! Come back again!"

– Evolution of Qualified Plans session attendee, OneAmerica employee

"Reflecting on my first year, I would like to say 'Thank You' for all that you have done for me since my entry into the wonderful industry. While we may not speak every day, your wisdom is underlining a lot of what I have done. I pride myself in not just listening to people but listening to the right people and you have added great value to me and WB over the past year."

– 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

"In most companies, people at the top know where they are going – but the employees struggling to get the work done are often in the dark about the company direction. If you don't tell them where you want to go, you probably won't get there. A written business plan allows you to do that."

– Owner of pension administration firm

"SCS helped us organize and document a comprehensive business plan. SCS's general business
consulting experience combined with their knowledge of the pension industry made our business
plan specific and relevant. The plan was a critical piece in our successful completion of the ASPPA Recordkeeper Certification."

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

"What a refreshing change it was to have consultants who understood our business! When my employer told me we had consultants coming in to spend some time with us, I was dreading it. When Sarah arrived and we started the brainstorming session, she made us feel completely at ease and really listened to what we had to say. In just one half-day session, she led the group and helped us refine our ideas so that implementation was realistic. The brainstorming ideas have already brought about positive changes in our workplace."

– Lori Durbin, QKA, Dynamic Pension Services

"This is the best session of all the four years of company retreats facilitated by people who know what we do."

– Brainstorming session attendee

"The session was most valuable in hearing what the younger, recently hired employees had to say about improving communication and employee job satisfaction."

– 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

"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

"SCS is a great resource for us while we are growing. We look forward to being smarter in the new year."

Owner, start-up midwest retirement services firm

"The instructor was excellent, and she was obviously passionate about what she was teaching, which resonated throughout the session and kept everyone engaged. It was fantastic to have her break down the past, present and future advances of qualified plans. She presented many real examples that applied the material to the work we do everyday."

– Insurance company attendee – “Evolution of Qualified Plans”

"Simoneaux Consulting Services couples deep industry expertise with an effective, engaging style of working with clients. We hired SCS at my former employer (a retirement plan provider) and they proved equally adept at studying a new market segment, diagnosing the training needs of our compliance personnel and assessing the capabilities of competitor firms. I was impressed with the breadth and depth of SCS' industry knowledge and relationships. With SCS, we got our money's worth and then some."

– Insurance company VP northeast region

"Developing a business plan was something we needed to do. Once SCS became involved, what we thought was an onerous task quickly became seamless and actually enjoyable. Not only were we able to codify our current business activities and goals, we were also able to map a path for our future. To our surprise, SCS identified some weaknesses and made suggestions for improvement. That alone paid for the cost of doing the plan. The result has become our guide to success."

– Robert Penafiel
Pension Services, Inc.

"What a great presentation on TPA best practices. It certainly captured some of the struggles we have gone through melding Boomers with the X and Y generations. Thanks for all the insights."

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

"THANK YOU for being such a great facilitator for our conference roundtable group. The whole conference was so inspiring and educational, but our group discussions were especially energizing. I saw immediately some changes we could make as a result of your consulting expertise. We have already put some changes with our existing staff into action."

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

"You went above and beyond in demystifying and explaining to our team the workings and constant upgrading of our business plan. Because of your work, we are now reviewing and changing several areas of our company to assist us in growing our company in our quest to 'help people accumulate enough money so they do not outlive it.'"

– Manager, Florida TPA firm