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.