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.

CORE solutions - case study

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 Solutions

CORE Payroll

CORE Payroll Solutions improve the productivity and efficiency of your plan administration by simplifying payroll processing.

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CORE Solutions

CORE Eligibility & Enrollment Processing

The CORE Eligibility & Enrollment Solution simplifies your eligibility and enrollment processing through consolidated automation into a single application.

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CORE Solutions

CORE Loans Management

The CORE Loans Management Solution can completely eliminate manual paper handling and document processing steps of loan management.

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CORE Solutions

CORE Distributions Processing

The CORE Distributions Processing helps streamline the document and information flow of distributions, a critical revenue center for your recordkeeping or plan administration organization.

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CORE Solutions

COREDC® End-to-end Recordkeeping

The COREDC® Recordkeeping Platform is designed to manage plans with over a million participants without compromising on performance.

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CORE Solutions

CORE Mapper

The retirement plan industry desires for clean data. However, data management in the industry is not easy. The Retirement Plan Providers have to manage data in and out from Payroll provider, Investment Manager, Advisors, Custodians, and others who use a wide variety of sources and diverse file formats.

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