Congruent Solutions Inc.

Congruent Solutions is a leading provider of technology and outsourcing solutions tailored for the retirement services industry. With over two decades of domain experience, Congruent helps plan providers, recordkeepers, and third-party administrators (TPAs) modernize their retirement plan administration processes. Their flagship platform, CORE, is designed to handle end-to-end plan administration with flexibility, accuracy, and compliance. From onboarding and contribution processing to distributions and reporting, CORE ensures seamless operations across all aspects of plan management. In addition to technology solutions, Congruent offers Business Process as a Service (BPaaS) to help clients reduce costs, improve efficiency, and scale without increasing overhead. Their teams combine deep ERISA knowledge with operational excellence, ensuring high-quality service delivery across defined contribution and defined benefit plans. With a presence in the U.S. and India, Congruent Solutions serves a wide range of clients — from small TPAs to large financial institutions — and continues to drive innovation in retirement technology and digital transformation.