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.


How Automation Aids Quality Control and What to Watch Out For

Categories : Retirement Technology PRODUCT DEVELOPMENT
Tags : SOFTWARE TESTING AUTOMATION
Author : Preetha E

The Quality Control (QC) team ensures that the software or application is flawless before each release. Automating a part of the software testing process can help reduce repetitive tasks, ensure accurate results and free up testers for exploratory testing.

Read More

Why Automate Software Testing?

Categories : Retirement Technology PRODUCT DEVELOPMENT
Tags : SOFTWARE TESTING AUTOMATION
Author : Preetha E

Automation does not do what testers used to do, unless one ignores most things a tester really does. Automated testing is useful for extending the reach of the testers work, not to replace it.

Read More

Data Analytics can help deliver competitive plans, work out retirement income

Categories : Retirement Technology
Tags : Recordkeeping Retirement & Pension Industry DATA ANALYTICS
Author : Pradeep C

Data analytics is the process of examining data sets to draw conclusions about the information they contain. This information can then be used to optimize processes in order to enhance productivity or to improve the efficiency of a business

Read More

Mobile and online capability essential for DC plan providers, millennials seek info from social media: Study

Categories : Retirement Technology
Tags : Retirement plan administration Recordkeeping Retirement & Pension Industry MILLENNIALS SOCIAL MEDIA
Author : Bala

According to recent surveys, more than half the millennials in the workforce may not have not started saving for retirement. However, some studies say that many millennials have been contributing to a workplace retirement savings plan since their early 20s.

Read More

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

Categories : 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.

Read More

Behavior analysis can help improve retirement outcomes, says expert

Categories : 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.

Read More

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

Categories : 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.

Read More

Congruent at SPARK Forum 2018, and the story behind COREDC

Categories : 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.

Read More

How to conduct an effective Scrum Meeting

Categories : 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.

Read More

Why Eligibility Processing for retirement plans is an important and complex process

Categories : Retirement Technology
Tags : Retirement technology Plan administrator Retirement & Pension Industry
Author : Dhiraj

Defined Contribution (DC) plans are set up and managed for the exclusive benefit of employees and their beneficiaries. Therefore, it is very important to decide on the eligibility criteria for an employee to become a participant of a DC plan.

Read More