Comprehensive Solutions for the Retirement Industry

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

We are delighted !! Congruent did not nickel and dime us through the process on implementation. We worked in a very agile approach during setup, so that we could phase in plan types and feature complexity. We could not have built or maintained this system and capabilities at a better price point.

– CORE Customer

Extremely Satisfied !! Partnership has been top notch. The integration to the admin systems was the most difficult part; which was the responsibility of our internal teams, that managed those platforms.

– CORE Customer

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.

– OPA Customer