Vision, Mission and Core Values

Congruent Solutions is a specialist and trusted partner for the retirement plan industry. We strive to bring contemporary technology solutions and offer plan administration services that help the retirement plan industry solve its business challenges and be Ready for Tomorrow!

Our three core values drive us as an organization. We are a listening organization that quickly aligns with our customers’ needs and delivers on its commitments thanks to our niche focus on the retirement plan industry.

Vision

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

Mission

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…

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