Congruent sheds light on the topics and questions that matter to you, so that you’re equipped with new ideas to innovate, in the competitive landscape of record-keeping and plan administration. Our in-house experts offer insights you can harness.


Plan and Prepare for Retirement, Start Now.

Categories : Defined Contribution RETIREMENT & PENSION INDUSTRY MULTIPLE EMPLOYER PLAN
Tags : Retirement plan administration Record Keeping FINANCIAL LITERACY
Author : Meera

'Retirement readiness' refers to the state of being financially ready for retirement, and how much an individual is on target to meet his or her retirement-income goals, to maintain a comfortable standard of living.

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Make financial wellness programs more valuable to users, quantify benefits to employers: Report

Categories : FINANCIAL WELLNESS RETIREMENT & PENSION INDUSTRY
Tags : Retirement plan administration Recordkeeping Retirement & Pension Industry MILLENNIALS FINANCIAL WELLNESS
Author : Bala

Financial wellness “sounds like a greater good upon which we can all agree” but, in practice, “earning the buy-in and support for these programs is complex”, according to a recent white paper on the topic. With strategic improvements, financial wellness programs could be more useful to, and have a greater impact on, the financial condition of employees, it says.

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Why financial literary and financial wellness matter

Categories : FINANCIAL WELLNESS RECORDKEEPING RETIREMENT & PENSION INDUSTRY MILLENNIALS RETIREMENT PLAN ADMINISTRATION
Tags : Retirement plan administration Recordkeeping Retirement & Pension Industry MILLENNIALS FINANCIAL WELLNESS
Author : Sagar

Even as the move to Defined Contribution (or ‘DC’) plans gains more and more traction across the US, the need for financial literacy and financial wellness education and programs has also increased considerably.

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