Managing the Retirement Plan Industry Challenges with Digital Transformation

The retirement plan industry is experiencing structural shift to improve competitiveness. New generation technologies can help meet the goals, but the journey will not be…

The Tech Behind DC Plan Administration Solutions

Whether they are providing a certain process or an end-to-end solution, technology providers may be a reason you are happy with your recordkeeper or TPA,…

How to reduce the pain of Retirement Plan Conversion?

Plan Providers and Record keepers often face the scenario where they have to move plans from one platform to another. This process presents multiple challenges and needs to be planned to ensure that there are no disruptions in experience for Plan Sponsor and Plan Participants.

Congruent Solutions Appoints Katherine Dummitt as VP Sales

Katherine will be responsible for promoting Congruent’s CORE suite of solutions, Retirement Technology Services and Plan Administration Services to Retirement Plan Providers, Record keepers & TPAs

Agile Sprint-Based Scrum – In Retrospection

There is an industrywide move from waterfall to agile. Organizations – large or small – have been equally embracing this trend for the last few years. However, moving to this new philosophy can raise a lot of questions. Here are some answers.

15 Years and 2 Acquisitions Later

Congruent completes 15 years of relationship with one of its clients despite the client having been acquired by a leader in the industry, which was…

Why Customer Experience (CX) is at the core of Digital Transformation of Retirement Systems?

Retirement Plan Providers need to ensure that the plan sponsors, who are their direct customers, as well as plan participants in the B2B2C ecosystem, have…

Plan and Prepare for Retirement, Start Now.

‘Retirement readiness’ refers to the state of being financially ready for retirement, and how much an individual is on target to meet his or her retirement-income goals, to maintain a comfortable standard of living.

“It is a marathon, not a 100 metre sprint.”

On the journey I grew up in Delhi. My father started off as a typist-stenographer, and held 2 jobs to run the household. We were…