CORE Distributions Processing Solution addresses the challenges you face during distributions – the key liquidity event for any retirement planning organization. With the overview offered by the CORE solution, you can offer all stakeholders an understanding of needs and disinvestment preferences of the participants and presents relevant distribution options.

  • Computes both Federal and State taxes as well as fees
  • Supports periodic payments in addition to one time payments
  • Allows payments to beneficiaries and alternate payees

To maximize efficiency and throughput, the platform supports multiple types of distribution withdrawal:

  • Hardship
  • In-service
  • RMD
  • Separation from service
  • Direct rollovers into IRAs

… and also supports multiple delivery channels:

  • EFT
  • Checks
  • Wire


Intuitive Connected Web Access

Exercise greater oversight and control over the entire process for all critical stakeholders, including plan participants, advisors, sponsors and administrators.

Complete Documentation

Simplify audit planning through comprehensive records management, policies for retention of supporting documents, audit trails and reporting.

Improved Efficiency

Aggregate all distribution withdrawals and delivery channels into a single platform to make the loan disbursement process more efficient.

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

A Tier 1 retirement plan advisor was dealing with under-utilization of their workforce, coupled with high costs. Our Retirement Plan Administration was the perfect solution.

Read the Case Study

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