Comprehensive Solutions for the Retirement Industry

The future of Recordkeeping
is here.

Advantage

  • Power of Modular Implementation
  • Outsized Savings
  • Higher Customer Retention
  • Superior User Experience

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Comprehensive services to support you through the entire plan lifecycle

Plan Administration Services

  • Future-proof Scale-on-Demand
  • High Speed-to-Competency
  • Reduced Frustration Imprint

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Congruent is the Compliance Testing specialist
trusted by the biggest names in the industry.

100% accurate Compliance Testing for over 2 million participants. Completed in just 6 weeks.

Congruent, the Trusted Retirement Industry Specialist

Nearly 20 years in the retirement industry

20 years

in the industry

largest plan providers trust us

45

clients

duration of average engagement

100%

retention

participant records managed

Millions

of participants managed

board member at the prestigious SPARK Institute

5 Fortune 500 Providers

trust us

zero data breaches across 20+ years

Zero

data breaches across 20+ years

Congruent, from senior level to front line staff, has a consistent commitment to customer service and a strong work ethic. They possess the knowledge necessary to run a successful retirement business, ranging from high level operational strategy to specific understanding of retirement regulations. They are more than a service provider, they are a business partner.

– A Tier 1 Retirement Plan Provider

It takes a specialist partner to deliver a
SUPERior Experience to your Plan Participants

When you’re dealing with a customer base that ranges from Gen X-ers to Gen Z-ers, meeting their diverse needs is a major challenge for every plan provider.

Make your participants’ lives easier while securing their future with a ‘SUPERior’ retirement planning experience. Find out how in our recent whitepaper.

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solutions consultant from
Congruent today.