Our administration services in Defined Contribution plan support you through the entire life cycle of a plan from Census to Form 5500 and everything in between.
Deal/ Package Handling Process
Submission Process & Approval/ Decline Process
A One-Stop Shop for all your Retirement Technology needs
COREDC® is our flagship technology platform designed for retirement plan providers. It leverages close to a decade of Congruent's experience in serving the US retirement industry.
Point Solutions of the CORE Solutions suite address specific needs and are easily deployable to work with existing record keeping systems.
Available as SaaS & BPaaS models.
- Congruent, from senior level to front line staff, has a consistent commitment to customer service and a strong work ethic. Before the ink dried they worked diligently to understand our systems and processes. It doesn't stop there. They possess the knowledge necessary to run a successful retirement business, ranging from high level operational strategy to specific understanding of retirement regulations. Their steady delivery of customer service, work ethic, and knowledge has placed my organization in position to deliver improved service levels. They are more than a service provider, they are a business partner.Tier-1 / Retirement Industry