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Congruent Eligibility Processing Solution

Challenges faced

Many recordkeepers and plan providers today do not have comprehensive eligibility processing capabilities, often resulting in a significant amount of manual intervention and a large number of errors.

We had a provider enquire if they could use the light-weight COREDC engine to compute the eligibility for them, without a data migration from their system to ours. They wanted to continue

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The Times They Are A-Changin’

The power of Insights and Analytics in Retirement.

The tune that Dylan sang in 1964 prophesying change becomes more pertinent with each passing year. We know live in a time where a machine (Libratus) is capable of bluffing us and beating the best humans at Poker. Somewhere else, Target is predicting pregnancies based on the shopping habits of women.

These are examples

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A Brave New World of Investing?

Michelle is due to retire next year, and most of her savings are in equity. Having reaped the benefits of equity investments for the past 30 years she will continue to park her savings in equity instruments well into her retirement. Sounds Mindless?

There is a commonly cited rule in investing for retirement where an individual’s equity exposure should be about

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Does Operational Efficiency impact plan participation?

Employees these days are cognizant about the importance of retirement savings and appreciate the assistance from their employers. They want a financially secure life at the end of their careers.

State Street Global Advisors recently conducted a survey on people considered as millennials and Generation X. The survey findings suggest that 87% people agree that it is important to save early

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Super humans take on Data Sources & API in the Big Data world:

The millennial’s life revolve around the data and the sources of data have been spreading across the world like a forest fire. From your retailer to your banker everybody knows your behavioral pattern by following the crumbs of your data, it may be your social media posts, or your transactional records or the live data feeds from your IoT-enabled devices.

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