Consulting and Training for Retirement Services Firms

What We Do

SCS has helped financial institutions, insurance companies, third-party administrators and non-profit organizations realize real change through insightful retirement services strategic planning, technology expertise, employee training and keynote speaking.

Services

In addition to our roles as consultants, we also serve as advisors, facilitators, industry experts and change agents to best accomplish our clients’ objectives. Our goal is to create successful business models that will thrive in today’s rapidly changing world.

Retirement Services Strategic Planning

We help clients clarify business goals and create strategic and marketing plans to implement them — from company growth, increased visibility & efficiency to succession planning and compliance.

Operations & Technology Consulting

Informed by strategic planning and insights, we work with clients to implement the right technology solutions and systems to support company goals.

Case-Study Based Training

We facilitate and customize training programs that best fit company needs, from live workshops and training to recorded self-led video content and courses.

Keynote Speaking

We have many years of experience facilitating workshops and keynote speaking engagements.

  • Your wealth of knowledge, experience, industry contacts and ability to communicate it back to your clients puts you on a pedestal above any competition.  Keep up the good work!

    JJ McKinney

  • SCS proved equally adept at studying a new market segment, diagnosing the needs of our compliance personnel and assessing competitor firms. I was impressed with the breadth and depth of SCS' industry knowledge and relationships.

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  • Sarah is a breath of fresh air to businesses offering retirement plan services. She has worked in the industry for many years, and she brings that background knowledge and expertise to the businesses with which she works.

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  • SCS was able to quickly assess the business gaps in technical and service delivery for the various teams in the organization.

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