Happy Sponsor + Happy Participants
= Better Top-line & Bottom-line

Congruent’s CORE Suite of self service solutions and Retirement Plan Administration services help Plan Providers, Record Keepers, and TPAs deliver great CX and achieve operational efficiencies.

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Congruent’s CORE solutions helped a Fortune 500 retirement plan provider deliver better CX to its plan sponsors

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Cloud-based technology platform

for future-proof plan administration

Congruent’s CORE platform offers you a holistic solution to manage, administer and maintain your retirement plans and policies. With futuristic functionality and technology to match, CORE helps you offer an intuitive and seamless experience to your customers, increasing your operational efficiencies without adding concerns about infrastructure or data security.

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Retirement plan administration
through every stage of the lifecycle

Save time and money on repetitive data processing tasks without worries about quality, safety and security.

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Custom-built technology solutions
for your specific business needs

Streamline your plan administration through comprehensive technology solutions that are versatile, lean and customizable.

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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.

-A Tier 1 Retirement Plan Provider

Your digital transformation
is just a click away.

Get a callback from a senior solutions consultant from Congruent today.