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