Retirement Plan Admin
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.
Corporate Lending Processing
Deal/ Package Handling Process
Submission Process & Approval/ Decline Process

COREDC® Enterprise Platform
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.
CORE Point Solutions
Point Solutions of the CORE Solutions suite address specific needs and are easily deployable to work with existing record keeping systems.
CORE On ClouD
Congruent offers the ability to deploy the CORE Point Solutions as well as the end-to-end COREDC platform on the Cloud. With CORE-on-Cloud, you will have the ability to use one or more modules of the CORE platform in conjunction with your existing recordkeeping platform.