Stay ahead of the competition with state-of-the-art retirement technology and application solutions that include complete development, modernization, integration, maintenance and support services that are tailored to suit every requirement of recordkeeping and plan administration organizations.

Congruent’s application services, derived from decades of cross-industry experience and technology expertise, can transform your enterprise into one streamlined and optimally-functional entity.

We are class leaders in helping DC plan administration and recordkeeping organizations address functional gaps and achieve business goals effectively.

Thanks to our exclusive focus on the US retirement industry, we have developed a deep understanding of the business issues and applicable best practices and technologies around DC recordkeeping and plan administration, enabling us to deliver an innovative and customized approach to each client.

Our Services


To buy, or to build – that is the question! Bespoke solutions that suit the specific needs of your business simply are not available off-the-shelf. When packaged software isn’t flexible enough, opt for time- and cost-effective customized business applications that suit your needs. Our team of experts, blending technology skills with domain knowledge, can provide end-to-end development services, or partner with you to co-develop the applications you envision.


Bring your legacy systems into the new era with the migration of existing recordkeeping and plan administration systems to new applications or platforms and integration of new functionality to bring the latest functions to the DC retirement business. Whether it’s re-platforming, re-hosting, re-coding, re-engineering, replacement or retirement, or changes to existing application architecture, work with Congruent to transform your legacy applications.


Simplify the increasingly complex enterprise landscape of recordkeeping and plan provider environments. To retain business agility in a world of disparate applications, platforms and data, enterprise integration is crucial. Enterprise integration provides better decision-making by offering accurate information in real-time. Our team uses the right tools, frameworks and methodologies as well as industry best practices to integrate disparate systems that cater to different functions, processes and departments.

Maintenance & Support Services

Economically manage your IT investments by reducing the cost of maintenance and support for your complex application portfolios. Congruent’s Application Maintenance and Support services are designed to help improve the efficiency of business-critical systems like recordkeeping systems, payroll systems, common remitters, trading systems and various other plan administrator and plan sponsor applications. We offer multi-level (Level 1, 2, 3, 4) support and maintenance using a Corrective, Preventive, and Adaptive approach across technologies and business domains.

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