How CORE Payroll help Plan Administrators

Comprehensive Solutions for the Retirement Industry

The future of Recordkeeping
is here.

Advantage

  • Power of Modular Implementation
  • Outsized Savings
  • Higher Customer Retention
  • Superior User Experience

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Comprehensive services to support you through the entire plan lifecycle

Plan Administration Services

  • Future-proof Scale-on-Demand
  • High Speed-to-Competency
  • Reduced Frustration Imprint

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Congruent is the Compliance Testing specialist
trusted by the biggest names in the industry.

100% accurate Compliance Testing for over 2 million participants. Completed in just 6 weeks.

Congruent, the Trusted Retirement Industry Specialist

Nearly 20 years in the retirement industry

20 years

in the industry

largest plan providers trust us

50

clients

duration of average engagement

Happy customers

High customer retention rate

participant records managed

Millions

of participants managed

board member at the prestigious SPARK Institute

5 Fortune 500 Providers

trust us

zero data breaches across 20+ years

Zero

data breaches across 20+ years

Congruent, from senior level to front line staff, has a consistent commitment to customer service and a strong work ethic. They possess the knowledge necessary to run a successful retirement business, ranging from high level operational strategy to specific understanding of retirement regulations. They are more than a service provider, they are a business partner.

– A Tier 1 Retirement Plan Provider

We are delighted !! Congruent did not nickel and dime us through the process on implementation. We worked in a very agile approach during setup, so that we could phase in plan types and feature complexity. We could not have built or maintained this system and capabilities at a better price point.

– CORE Customer

Extremely Satisfied !! Partnership has been top notch. The integration to the admin systems was the most difficult part; which was the responsibility of our internal teams, that managed those platforms.

– CORE Customer

Congruent, from senior level to front line staff, has a consistent commitment to customer service and a strong work ethic. They possess the knowledge necessary to run a successful retirement business, ranging from high level operational strategy to specific understanding of retirement regulations. They are more than a service provider; they are a business partner.

– OPA Customer

It takes a specialist partner to deliver a
SUPERior Experience to your Plan Participants

When you’re dealing with a customer base that ranges from Gen X-ers to Gen Z-ers, meeting their diverse needs is a major challenge for every plan provider.

Make your participants’ lives easier while securing their future with a ‘SUPERior’ retirement planning experience. Find out how in our recent whitepaper.

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