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,…

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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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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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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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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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Does Operational Efficiency impact plan participation?

Employees these days are cognizant about the importance of retirement savings and appreciate the assistance from their employers. They want a financially secure life at…

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Automatic Plan Features, Planning Tools, Mobile Apps – What’s Next for the US Retirement Industry?

Auto features like auto enrollment, auto deferral increase (ADI) have put millennials on path to retirement readiness# is a recent claim by the PLANSPONSOR® magazine. When…

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An Approach to Seamless Data Migration during Retirement Plan Recordkeeping Platform Modernization

The change in the customer environment in the US retirement markets, coupled with the increased competition and need for growth in plan participant base, has…

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