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.


Why authentic leadership is important for transformation success; impact of MEPs, and the millennial connection

Categories : Retirement plan administration Retirement Technology
Tags : Recordkeeping Retirement technology Retirement & Pension Industry 401(k)
Author : Team Congruent at SPARK Forum 2018

At the 2018 SPARK Forum (Nov 4-6th, in Florida), Team Congruent attended sessions on service delivery transformation, multiple employer plans or MEPs, and on student loans. Retirement industry experts shared their views on effective leadership techniques, multiple employer plans’ anticipated stakeholder impact, and on ways to encourage millennials to save in 401(k) plans.

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Behavior analysis can help improve retirement outcomes, says expert

Categories : Retirement plan administration Retirement Technology
Tags : Retirement plan administration Recordkeeping Retirement technology Retirement & Pension Industry ARTIFICIAL INTELLIGENCE
Author : Team Congruent at SPARK Forum 2018

A team from Congruent was at the 2018 SPARK Forum in Florida, earlier this month. In a series of blog posts, we will share interesting insights from the sessions. The first post is on the key takeaways from a session on how neuroscience is being used to improve retirement outcomes.

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Multiple employer plans - the affordable workplace retirement plan option for small businesses

Categories : Retirement plan administration Retirement Technology
Tags : Retirement plan administration Recordkeeping Contributions processing Retirement & Pension Industry
Author : Sagar S

In this podcast (3:36), we explain the concept of multiple employer plans or MEPs. Sagar S, the Product Owner for Congruent’s CORE Suite of Solutions, talks about how multiple employer plans will help increase retirement coverage in the US. He also describes one of the challenges of MEPs from a provider perspective, and how Congruent’s CORE Contributions Processing Solution helps tackle it.

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Congruent at SPARK Forum 2018, and the story behind COREDC

Categories : Retirement plan administration Retirement Technology
Tags : Retirement plan administration Recordkeeping Retirement technology Retirement & Pension Industry
Author : Lucas

Congruent is a Silver Sponsor at the 2018 SPARK Forum, a leading event for the US retirement services industry. The event will be held from November 4-6th, at The Breakers Palm Beach, in Florida. In this podcast, Lucas Soucy, the Head of North America for Congruent, talks about the company’s long association with SPARK, and how the idea of COREDC, Congruent’s flagship product, was born.

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How to conduct an effective Scrum Meeting

Categories : Retirement plan administration Retirement Technology
Tags : Retirement plan administration Retirement technology Retirement & Pension Industry SOFTWARE DEVELOPMENT
Author : Bhuvaneswari

Scrum is a popular framework for Agile software development. The Scrum model follows Sprint timelines (2 weeks to 4 weeks) to deliver software or product enhancements, on a regular basis to the client.

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Plan Conversion – Investment Strategy, Advantages and Challenges

Categories : Retirement plan administration Retirement Plans
Tags : Retirement plan administration
Author : Arun K

The plan conversion process involves inclusion of a strategic approach as per investment advice provided by the Registered Investment Consultant or Registered Investment Advisor (RIA) to the fiduciary of the plan.

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Plan Conversion – Benefits and Best Practices

Categories : Retirement plan administration Retirement Plans
Tags : Retirement plan administration Plan Conversion
Author : Arun K

As the saying goes, change is the only constant in life. We have to adapt, over time, in order to survive. In the world of retirement plans, preparing for change is, by itself, a Herculean task. Organizations consider plan conversion to stay ahead of the market.

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Smarter platforms and BPaaS solutions provide cost savings, and enhances productivity

Categories : BPaaS BPaaS blog Contribution management Defined Contribution Retirement plan administration
Tags : BPaaS BPaaS blog Contribution management Defined Contribution Retirement plan administration
Author : Sakthi

Many of the large plan providers, with decades of experience in Defined Contribution (DC) plans, Defined Benefit (DB) plans and Non-Qualified plans administration are maintaining multiple legacy systems for managing the contribution process. These disparate systems are supported by error-prone manual intervention processes. The decentralized, non-standard contribution management process and rigid architecture of legacy systems are impairing these organizations’ scalability and flexibility to support the payroll volume surges.

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