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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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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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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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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Mobile and online capability essential for DC plan providers, millennials seek info from social media: Study

Retirement may be the last thing on the minds of millennials today. Many delay financial planning until it is absolutely required. This is also a…

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Data Analytics can help deliver competitive plans, work out retirement income

The retirement industry is inherently data-driven. Analyzing this data can give us trends and predictive models that can help us take smart and considered decisions.…

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Why financial literary and financial wellness matter

Even as the move to Defined Contribution (or ‘DC’) plans gains more and more traction across the US, the need for financial literacy and financial…

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Make financial wellness programs more valuable to users, quantify benefits to employers: Report

Financial wellness “sounds like a greater good upon which we can all agree” but, in practice, “earning the buy-in and support for these programs is…

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