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CORE solutions

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. 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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Cloud-based technology platform for future-proof plan administration ?>

Retirement plan administration
through every stage of the lifecycle

Providing the bandwidth to meet business growth and seasonal requirements. Support through the entire plan administration life cycle including Form 5500 and Compliance Testing

Learn more about our Operations Outsourcing Retirement plan administration

Custom-built technology solutions
for your specific business needs

Helping you address your unique business challenges. We combine our retirement plan industry domain knowledge and technology expertise to develop customized solutions to solve your unique business challenge.

Learn more about Retirement Technology Solutions Custom-built technology solutions

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

Congruent receives recognition from Everest Group

Congruent’s CORE suite gets recognition in Everest Group’s report on cloud-enabled record-keeping systems in the US
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