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CORE, future of record-keeping launched and First BPaaS client for Payroll processing

2023

Showcased CORE in Metaverse during the SPARK Forum

2022

Poduct
4th and 5th customer signup
CORE Futuristic UX journey started

2021

Plan Admin Services
2 Tier-1 clients
20+ Active Customers
Product
-Existing client signs up for money-out;
-Started Technology Upgrade

2020

GO LIVE! for both Tier 1 Customers

2019

CORE Payroll LIVE on Cloud
Two more Tier 1 Customer Contracts
SOC 1 Type II & SOC 2 Type II Certification

2018

First Tier-1 Client for Plan Admin
Reverse Engineering project for a Fortune 100 Retirement provider

2016

Commencement of CORE Product Development

2012

ISO 27001 Security Certification

2011

Signing up of a Global Fortune 50 company in the UK for Business Process Documentation services

2010

Inducted into SPARK Institute’s Board

2009

ISO 9001 for Pension/Retirement Admin Services

2005

First Season of Compliance testing

2004

First Customer for Outsourced Plan Admin Services

2003

The first release to a client of a web-based self-service platform for the 401K industry

2002

Congruent Solutions Inc, USA is set up
First client in 401k space

2000

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