Engaging participants is at the heart of any successful retirement plan. With Congruent’s AI-powered CORE Participant Portal, we give participants an all-in-one digital destination to manage their retirement journey with ease, confidence, and clarity.
From real-time dashboards to interactive retirement readiness tools, personalized wellness content, and seamless enrollment workflows, the portal is built to empower participants at every step. The experience is modern, secure, and intuitive — making retirement planning less overwhelming and more actionable.
How Do We Help?
Comprehensive Dashboard:
Get a clear snapshot of account balances, vested amounts, returns, and retirement income. Explore contributions, investments, and transactions — plus access a Financial Wellness hub with videos and articles to build stronger financial habits.
Retirement Readiness Tools:
Plan with confidence using tools like the Investment Style Riskometer to assess your investor profile and the Retirement Goal Simulator to project outcomes. Get a personalized readiness score and insights to stay on track.
Enrollment & Transactions Made Easy:
Enroll in plans, adjust contributions, manage investments, or opt out — all in one workflow. Process loans, withdrawals, rebalancing, and deferral changes with real-time readiness checks and instant transparency.
Portfolio, Profiles & Documents:
Track and manage investments across plans, update personal and beneficiary details, and instantly access all compliance documents mandated by ERISA — anytime, anywhere.
Why Congruent?
At Congruent, we believe retirement planning should feel empowering, not complex. Our AI-enabled CORE Participant Portal delivers:
- Transparency & clarity – Real-time dashboards with complete plan visibility.
- Smarter decisions – Tools that simplify readiness planning and investment choices.
- Ease of use – Modern, mobile-friendly, intuitive workflows for every task.
- Personalization – Tailored investor profiles, readiness scores, and wellness resources.
- Compliance-ready access – Instant documents and reports that meet ERISA mandates.
- End-to-end experience – From enrollment to retirement income, everything in one portal.
With Congruent CORE, participants don’t just manage their retirement accounts — they engage in a guided, empowering journey toward financial security and confidence.
