Whether 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 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 MoreEmployees these days are cognizant about the importance of retirement savings and appreciate the assistance from their employers. They want a financially secure life at…
Read More401K Plan Providers often faces difficult challenges during the calendar year due to thin profit margins and seasonal spikes in demand for resources. With multiple…
Read MoreThe Retirement Services Industry traditionally has been a slow adopter of information technology solutions. While the transition from VISIO Calc to next generation systems was…
Read MoreIt is a matter of fact that the typical plan provider organizations must provide enterprise services to an ecosystem of many stake holders: plan administrators,…
Read MorePlan provider organizations which complain about the cost of IT maintenance often fail to realize that the root cause for the humongous IT expenditures are…
Read MoreWhile legislative and regulatory policies are allowing the plan providers to have the electronic delivery of communication in the retirement plan record keeping as their…
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