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…
Read MoreProduct maintenance is one of the key functions in the product life cycle process. As is well known, as product adoption increases, the application provider…
Read MoreThis web event was recorded on Wednesday, July 1, 2020. (40 minutes plus Q&A)
Read MoreMature and responsible organizations in the financial and related industries have realized that protecting client data is as important as organizing data through web applications,…
Read MoreCongruent 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…
Read MoreIntroduction The Secure Act has ushered in several sweeping changes to the rules concerning retirement plans in the United States – with the overarching goal…
Read MoreIn the US, retirement plans are an important financial resource for many retired citizens, and organizations handling these funds have to adhere to the strictest…
Read MoreThe Form 5500 series is a reporting and disclosure tool used to satisfy annual reporting requirements for the Employee Retirement Income Security Act (ERISA) and…
Read MoreThe Coronavirus Aid, Relief, and Economic Security (CARES) Act provides fast and direct economic assistance for American workers, families, and small businesses, and preserve jobs…
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