Operations and Technology Consulting

SCS representatives are uniquely positioned, because of their years of industry expertise and real world experience, to offer business consulting to retirement services firms. SCS consulting is designed to produce results with immediate practical applications relevant to your firm. 

What We Offer

  • Facilitate partnerships between TPAs, Recordkeepers, and Advisors

  • Brainstorming Sessions

  • Customer, Referral Source and Employee Surveys

  • Benchmarking Against Industry Standards

  • Assistance with Reorganization and Culture Shifts

  • Operations Reviews and Workflow Mapping

  • Employee Recruitment, Retention Programs and Personnel Assessments 

  • Technical Education Program Recommendations

  • What a refreshing change it was to have consultants who understood our business! …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