Pooled Employer Plans (PEPs): 5 big business opportunities

Pooled Employer Plans (PEPs): 5 big business opportunities

Pooled Employer Plans (PEPs) are the result of over a decade of discussions and deliberations over the future of the American retirement system. They are…

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Benefits of Self Service Platform for the Retirement Plan Industry

Benefits of Self Service Platform for the Retirement Plan Industry

For a long time now, plan providers and third-party administrators have been doing the bulk of the heavy lifting when it comes to managing participant…

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Why outsource 401k Compliance Testing?

Why outsource 401k Compliance Testing?

According to the Employee Retirement Income Security Act (ERISA), all plan sponsors offering 401k plans must conduct Compliance Testing to ensure all employees eligible to…

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Benefits of URL Rewrite in SingleCodeBase Application

Benefits of URL Rewrite in SingleCodeBase Application

Product maintenance is one of the key functions in the product life cycle process. As is well known, as product adoption increases, the application provider…

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Congruent Solutions Webinar Series: Use PEPs to Leverage the Change Energies of the U.S. Retirement System

Congruent Solutions Webinar Series: Use PEPs to Leverage the Change Energies of the U.S. Retirement System

This web event was recorded on Wednesday, July 1, 2020. (40 minutes plus Q&A)

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Penetration Testing & Its importance in the Retirement Plan industry   

Penetration Testing & Its importance in the Retirement Plan industry   

Mature and responsible organizations in the financial and related industries have realized that protecting client data is as important as organizing data through web applications,…

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Congruent Solutions Presents webinar on PEPs

Congruent Solutions Presents webinar on PEPs

Congruent Solutions presents a special webinar on the topic “Use PEPs to Leverage the Change Energies of the U.S. Retirement System” Please do join Pete…

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SECURE Act, Pooled Plans & challenges for the retirement plan industry

SECURE Act, Pooled Plans & challenges for the retirement plan industry

Introduction The Secure Act has ushered in several sweeping changes to the rules concerning retirement plans in the United States – with the overarching goal…

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The Importance of SOC certifications for Retirement Plan Administration

The Importance of SOC certifications for Retirement Plan Administration

In the US, retirement plans are an important financial resource for many retired citizens, and organizations handling these funds have to adhere to the strictest…

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