Features industry leaders Tim Rouse and Chris Gaston; Agenda includes discussion on the implications of SECURE 2.0

Burlington, Massachusetts, August 20, 2022: Congruent Solutions, a leading technology solutions and outsourced plan administration services provider to the Retirement Plan industry in the US, as part of its Congruent Webinar Series, presents Leader Speak webinar on the topic ‘The Retirement Plan Industry Outlook: Beyond 2022’ on August 31, 2022, at 2 pm ET.

The webinar will be moderated by Lucas Soucy, COO North America, Congruent Solutions. It features two eminent industry leaders – Tim Rouse, Executive Director, The SPARK Institute, and Chris Gaston, Principal, Director of Government Relations, Davis & Harman.

The retirement crisis in America is very real. More than half of older workers have saved less than $50,000 for retirement, and one-quarter do not have any retirement savings at all. One of the ways that Congress has attempted to remedy the situation is through the SECURE Act 2.0, announced earlier this year. As the Retirement Plan industry evolves faster than ever, especially concerning technology and regulatory environments, it is vital to stay abreast of the changes to build and maintain a competitive edge.

During the webinar, the panelists will discuss the key issues that could impact the Retirement Plan industry and aspects of the SECURE Act 2.0 delving into the top operational challenges in implementing it.

Speaking about the webinar, Lucas Soucy said, “I am very happy to share that in this edition of the Congruent Webinar Series, we have distinguished industry experts who will discuss the key challenges and the outlook for the Retirement Plan industry beyond 2022. I look forward to my conversation with both Tim and Chris and hope you can join in and benefit from the conversation.”

Registration to this webinar is complimentary.

Register Today

Congruent Webinar Series is an initiative of Congruent Solutions. The curated webinars focus on the issues and the challenges faced by the Retirement Plan industry. The recordings of previous webinars can be found on our YouTube channel.

About Congruent Solutions

Congruent Solutions is a specialist technology solutions and outsourced plan administration service provider to the retirement plan industry in the US. Congruent’s deep domain expertise, technology capabilities, and process-driven approach have made it the partner of choice for leading plan providers, record-keepers, and third-party administrators.

The company’s three offerings to the industry include:

  • CORE suite, a cloud-based modular retirement solutions that empowers Sponsors and Participants
  • Outsourced Plan Administration Services covering the entire lifecycle of a plan administration – from Enrollment, Processing Contributions, Loans and Distributions, Conversions and De-conversions, to Compliance Testing and Form 5500 preparation
  • Retirement Technology Services providing custom solutions for unique business challenges

The company is ISO 9001:2015 and ISO 27001:2013 certified and SOC1 Type II and SOC2 Type II certified by independent third-party auditors.

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