Our vision is to be a trusted Specialist partner providing technology solutions and service to help the retirement plan industry become ready for tomorrow.


Congruent is a retirement domain Specialist firm trusted for providing transformative technology and outsourcing solutions to retirement plan providers, to get them ready for tomorrow by helping them deliver superior value to plan sponsors and participants, through its highly motivated team thriving in a culture of learning, integrity and growth.

Our core values are…

Congruent Core Values

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