Who We Are

About Sarah Simoneaux, CPC

Sarah Simoneaux, CPC is the founder and president of Simoneaux Consulting Services. SCS specializes in helping firms with retirement services technology and operations consulting, training tailored to retirement services firms’ client-facing associates, finding opportunities from government legislation and regulation of qualified plans, and strategic planning. Sarah is an experienced keynote speaker who specializes in weaving compelling stories into ERISA and management topics.

Upon graduation from UCLA in 1981, Sarah joined JWT Associates, a qualified plan consulting and TPA firm in southern California. After she and her partner sold the firm in 1988, she worked for Actuarial Systems Corporation (ASC), a firm providing software services for qualified retirement plan compliance, government forms and documents. As Vice President of ASC until 2007, she was responsible for the team servicing ASC’s qualified plan compliance software product for the institutional marketplace. She also created and managed one of the industry’s first all-remote ERISA support teams.

Sarah earned her Certified Pension Consultant designation with the American Society of Pension Professionals and Actuaries (ASPPA) in 1988. She served as President of ASPPA in 2005-2006 and was the recipient of the Harry T. Eidson Founders’ Award in 2020 for significant contributions to ASPPA and to the private pension system. She wrote the textbook, Retirement Plan Consulting for Financial Professionals and is the author of the NAPA Certified Plan Fiduciary Advisor (CPFA) online course. She was part of the team who created the ASPPA Qualified 401(k) Administrator (QKA) and Enrolled Retirement Plan Agent (ERPA) credentials as well as the online Retirement Plan Fundamentals (RPF) course. In 2023, she created the NIPA online course Entering the TPA World: What You Need to Get Started. Sarah serves on the boards of Pentegra Services Inc (PSI) and The Retirement Advantage (TRA).