For over two decades, Congruent Solutions has been helping Plan Providers, Record keepers and Third Party Administrators (TPAs) to provider great CX to Plan Sponsors and Plan Participants.

Our innovative technology solutions and outsourced plan administration services enables the Retirement Plan industry to achieve better top-line and bottom-line. Our cloud-based self-service CORE suite of technology solutions empowers Sponsors & Participants and neutralizes the high cost of running applications on legacy systems.

Our back office retirement administration processing services help manage seasonal workloads better by increasing your bandwidth, frees up the high cost of resources and significantly reduces costs through the entire life cycle of plan administration. Lastly, we help providers in all their custom software development needs.

We understand the importance of data integrity and security. We are ISO 9001:2015 and ISO 27001:2013 certified company. In addition, we are also now SOC1 Type II and SOC2 Type II certified by independent third party auditors.

Our niche focus, deep domain expertise backed with process and technology expertise means we quickly align to your business needs and bring innovative solutions to address the challenges you face. Congruent Solutions is the partner of choice for the retirement plan industry.

AGM Notice 2020

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