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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Enhancing the Digital Experience for Baby Boomers

Baby boomers are clocking out of the workforce in hordes in the United States. Statistics estimate that nearly 10,000 baby boomers are turning 65 each…

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Top 10 common errors in Form 5500 preparation

It is February already and in less than six months, the deadline for filing Form 5500 will come up. An annual report filed with the…

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Retirement Basics: How do DC Plans Work?

Retirement Basics: How do DC Plans Work?

Despite market volatility, most US employees contributing to retirement savings accounts continue to contribute on a regular basis to their plans, according to recent data…

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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…

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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…

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