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…
Read MoreWhether 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,…
Read MorePlan 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.
Read MoreKatherine 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
Read MoreThere 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.
Read MoreCongruent completes 15 years of relationship with one of its clients despite the client having been acquired by a leader in the industry, which was…
Read MoreRetirement Plan Providers need to ensure that the plan sponsors, who are their direct customers, as well as plan participants in the B2B2C ecosystem, have…
Read More‘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.
Read MoreOn 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…
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