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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

Retirement Technology Services

A One-Stop Shop for all your Retirement Technology needs

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.


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.

  • 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