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…

Read More

State-run retirement plans: How the US is trying to increase retirement coverage

A large number of US workers face an uncertain future – many don’t have enough savings and aren’t enrolled in retirement plans. In many cases,…

Read More

Plan Conversion – Benefits and Best Practices

As the saying goes, change is the only constant in life. We have to adapt, over time, in order to survive. In the world of…

Read More

Plan Conversion – Investment Strategy, Advantages and Challenges

The plan conversion process involves inclusion of a strategic approach as per investment advice provided by the Registered Investment Consultant or Registered Investment Advisor (RIA)…

Read More

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…

Read More

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…

Read More

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),…

Read More

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…

Read More

Smarter platforms and BPaaS solutions provide cost savings, and enhances productivity

Streamlining the Contribution Processing lifecycle of the Defined Contribution plan administration Many of the large plan providers, with decades of experience in Defined Contribution (DC)…

Read More

Your digital transformation
is just a click away.

Get a callback from a senior solutions consultant from Congruent today.