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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Congruent presents webinar on Technology Trends That Are Changing the Retirement Plan Industry
Eminent panelists to discuss the latest technology trends and how the retirement plan industry can leverage them Burlington, MA: Congruent Solutions, the specialist technology solutions…
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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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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 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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Everything you need to know about 401(k) plans
When it comes to retirement plans, an increasing number of US employers seem to prefer 401(k) plans over other plans. This is largely due to…
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Big Data: Time for the data to drive the opportunities in the Retirement Industry
In 2012, with the onset of new transparency requirements, TimotySlavin of Broadridge prophesied that a clear insight into the fees related to plan and fund…
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