5 ways to build and nurture a successful outsourcing relationship – a client’s perspective

5 ways to build and nurture a successful outsourcing relationship – a client’s perspective

We have been working with a number of Retirement Plan Providers over the last decade and a half. Without exception, all of them have been…

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Why authentic leadership is important for transformation success; impact of MEPs, and the millennial connection

At the 2018 SPARK Forum (Nov 4-6th, in Florida), a session on Accelerating Service Delivery Transformation: Culture, Methodologies and Tools, threw up some interesting points…

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Behavior analysis can help improve retirement outcomes, says expert

The year 2019 could be the retirement industry’s year of looking forward and influencing better retirement outcomes for America, predicted Tim Rouse, Executive Director of…

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Multiple employer plans – the affordable workplace retirement plan option for small businesses

The Department of Labor recently announced a proposed rule that would expand access to multiple employer retirement plans for small businesses. In this podcast (3:36),…

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Congruent at SPARK Forum 2018, and the story behind COREDC

Congruent is a Silver Sponsor at the 2018 SPARK Forum, a prominent event for the US retirement services industry. The event will be held from…

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How to conduct an effective Scrum Meeting

Scrum is a popular framework for Agile software development. The Scrum model follows Sprint timelines (2 weeks to 4 weeks) to deliver software or product…

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Why Eligibility Processing for retirement plans is an important and complex process

Defined Contribution (DC) plans are set up and managed for the exclusive benefit of employees and their beneficiaries. Therefore, it is very important to decide…

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Retirement Savings Plans – the Plan Migration Worries

Retirement Savings Plans – the Plan Migration Worries

Conversations with a few top record keepers in the retirement savings space led us to a predicament, which, albeit not too frequent, is but of…

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Retirement Savings Plans – the Plan Migration Worries

Conversations with a few top record keepers in the retirement savings space led us to a predicament, which, albeit not too frequent, is but of…

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