Equipped with expertise
to deliver excellence.

Congruent Solutions is the partner of choice for US retirement plan providers and TPAs for outsourced plan administration and recordkeeping services. That’s because we have over two decades of experience in providing Retirement BPO services for back-office administration services to retirement plan providers and TPAs. We understand the changing needs of plan providers as well as TPAs, and our aim is to delight our clients through a combination of operational excellence, domain expertise, proven transition methodologies and best practices.

A highly qualified team
set apart by commitment.

Our business process executives have a strong domain understanding of the US retirements and pensions market, and they are certified by industry bodies such as the ASPPA and NAPA. Our experience of partnering with multiple plan providers and TPA organizations over the years, servicing more than 12,000 retirement plans, has given us industry-best operational excellence. Our industry expertise stems from our focus on the US retirement services sector over the last 12 years.

CORE solutions - case study

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

Read the case study

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

Plan administration services
through every stage of the lifecycle

Create plans based on plan document information, review employee census data and undertake daily processing needs, easily and smoothly using a single-window plan management platform.

Learn more about Plan Administration Services
plan administration services

Healthcare BPO Services
for back office administration

Efficiently manage your healthcare back office administration services using Congruent Solutions’ Healthcare BPO services for enrollment, payment overage, terminations and SSL.

Learn more about Healthcare Services
healthcare bpo services

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