With futuristic functionality and technology to match, CORE helps you offer an intuitive and seamless experience to your Plan Sponsors and Plan Participants, increasing your operational efficiencies without adding concerns about infrastructure or data security.

We offer virtualized infrastructure, offering you the flexibility to scale up or down as required – meaning that you pay only for servers and infrastructure that you really need. Your efficiencies are further improved by our robust cloud deployment, which ensures close to a 99.99% uptime and secure remote access.

All CORE solutions are built with a focus on self-service, giving you the flexibility to pick and choose which solutions you require, as well as configure the product to fit your exact needs – right from branding, menus, functionality, validations, communications, to the workflow itself.

Our state-of-the-art architecture enables us to integrate seamlessly with your recordkeeping platforms through files, APIs, web services or even through ESBs such as BizTalk. The scalable system supports multi-threading capabilities and high volumes of concurrent users, making it perfect for administration of very large plans of more than one million participants.

Congruent’s CORE solutions helped a Fortune 500 retirement plan provider deliver better CX to its plan sponsors

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Congruent, from senior level to front line staff, has a consistent commitment to customer service and a strong work ethic. Before the ink dried they worked diligently to understand our systems and processes. It doesn’t stop there. They possess the knowledge necessary to run a successful retirement business, ranging from high level operational strategy to specific understanding of retirement regulations. Their steady delivery of customer service, work ethic, and knowledge has placed my organization in position to deliver improved service levels. They are more than a service provider, they are a business partner.

-A Tier 1 Retirement Plan Provider

You can work with any or all parts of the CORE Suite of Solutions:

CORE Payroll

Congruent has used over a decade of experience of careful analysis of existing workflows and evaluation of the best use of technology in different scenarios…

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CORE Eligibility & Enrollment Processing

Understanding whether or not participants are eligible to enroll in your plan is complex and requires analysis of data across types, kinds and locations. That’s…

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CORE Loans Management

When participants take loans against their retirement plans, plan administrators typically face an enormous quantity of manual paperwork, which can take up time, energy and…

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CORE Distributions Processing

CORE Distributions Processing Solution addresses the challenges you face during distributions – the key liquidity event for any retirement planning organization. With the overview offered…

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COREDC® End-to-end Recordkeeping

Designed specifically for large retirement plan providers, COREDC® is Congruent’s flagship technology platform for retirement plan providers and recordkeepers in the USA. The platform leverages…

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