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 and outsourced plan administration services partner to the retirement plan industry in the US, presents its next webinar on the topic – Technology Trends That Are Changing the Retirement Plan Industry.

Scheduled for March 18, 2021, at 2:00 pm EDT, the webinar features eminent panelists drawn from the sector. They include

  1. Michele Steele, VP Customer Experience, OneAmerica
  2. Anu Mandava, Head of Architecture, CUNA Mutual Group
  3. James (Jamie) McInnes, President & CEO, Oculus Partners
  4. Vaidyanathan Chandrasekaran (VC), Co-founder and Chief Strategy Officer, Congruent Solutions

Speaking about the webinar, Lucas Soucy, Head of American Operations, Congruent Solutions, said, “Congruent webinar series is our attempt to engage with leaders from the industry on issues relevant to the retirement plan industry. Last year, we had presented a webinar on PEPs, which was very well received. We are delighted to present this webinar specifically to discuss the latest technology trends. As an industry, we continuously seek technologies that can help us deliver greater security, speed, and a better user experience. But not every new technology produces business value, let alone a competitive advantage. Join us for a spirited conversation with real-world implications as our expert panelists consider technology trends and their strategic implications on the retirement plan servicing organizations.”

The panelists will discuss the latest technology trends like Artificial Intelligence (AI), blockchain, and cybersecurity. They would also discuss strategies to adopt new technologies to gain a competitive advantage.

To attend this webinar, register here.

About Congruent

For close to two decades, Congruent Solutions has been helping the Retirement Plan industry address its business challenges through its innovative technology solutions and operations outsourcing services. Congruent’s new generation CORE suite of solutions is a cloud-based modular record-keeping platform. The comprehensive back-office administration services cover the entire life cycle of a plan administration from Enrollment, Processing Contributions, Loans and Distributions, Conversions & De-conversions, Compliance Testing, and Form 5500 preparation. Retirement Technology Services provides comprehensive services across the entire software development lifecycle.

Our deep domain expertise, technology capabilities, and process-driven approach have made Congruent the partner of choice for leading plan providers, record keepers, and third-party administrators.

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