"Their knowledge of our account allows for efficient conversation."

"We've had an amazing SD team. My experience has been that they have a partnership approach and are focused on education and identifying areas for continuous improvement. We've had a few transitions over the last 3 years, and they've been so supportive with helping us understand the plan's history. I also appreciate that they are neutral. It is important to me and to my organization that we do everything within our power to ensure our plans our operating appropriately and with the best interest of the employees at heart. They help us to achieve that."

"We have worked with the same team for many years, which I consider a strength. Patrick Kerns has been an excellent leader of this team and a good partner. We have also been able to draw from expertise across the firm around specialized needs in the past few years."

"Audit and tax teams are very responsive and provide valuable insight"

"Our audit team is tremendous, and we enjoy working with Patrick Kerns and Dan Struth (audit team leadership) very much. Of course the staff and seniors are nice to work with as well, yet appreciate Patrick and Dan getting involved in details when we request assistance. They are available to us and very involved in Finance and University operations and I am grateful for their partnership. Their technical expertise is valuable to us as we navigate financial issues and understand best practices in higher ed. I look forward to working with them to provide University leadership education on financial results and how those results can be impacted positively."

"I truly value the partnership and relationship we have built with SD over the years. The team at SD is always respectful and professional, which makes our working relationship very positive. They are always there for us when we have questions, and I appreciate their ability to convey the information clearly and concisely."

"The people and their in depth knowledge and caring"

"The Audit team is great to work with."

"The people I have dealt with (Mike Maloney, Miles Gibson, Erica Young, Max Kubas, and Mollie Maxon) have always been great, attentive, and eager to help when needed."

"Always available when needed and easy to work with."