Mobile apps to deliver superior CX in retirement planning

“The share of Americans that own smartphones is now 81%, up from just 35% in 2011” – Pew Research Center If you are here reading…

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Driving Business Value from Automation in the Retirement Plan Industry

“What is the top technology challenge facing your company today?” — we asked our webinar participants. An overwhelming number of them said “automation”. Process automation,…

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Why Blockchain is the Best Solution for Retirement and Pension Planning?

Now, in 2020, we can see that the prevailing question among executives is no longer, “Will the [blockchain] technology work?” but rather, “How can we…

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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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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   

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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Why outsource Form 5500 preparation?

The Form 5500 series is a reporting and disclosure tool used to satisfy annual reporting requirements for the Employee Retirement Income Security Act (ERISA) and…

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COVID19 Brief: CARES Act and implications on retirement plans

The 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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