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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Contributions Processing: The least evolved of all recordkeeping processes?

Categories : Record Keeping Systems 401 Record Keeping Contribution Processing Plan Participants Plan Sponsor
Tags : Contributions processing Plan Participants plan sponsor Record Keeping
Author : Ajay

Most record keepers today use several different software, both home grown applications and external products, for managing various recordkeeping processes like enrollment, contributions, loans, distributions, compliance testing, etc. With time, some of these business processes have become more evolved and streamlined compared to some others. There are dozens of products that are released every year, each meant to handle specific business processes in the recordkeeping cycle.

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