Head of North America
Lucas Soucy has over 17 years of Operations and Plan Administration experience in the retirement services industry. During his career, Lucas’ responsibilities have included establishing and managing operations centers, consulting on process efficiencies, understanding client needs, plan implementations, transition strategies and relationship management.
Lucas joined Congruent Solutions in 2005 to help setup a back office delivery center for retirement services that focused on providing service providers support for transactional based processing as well as compliance testing, 5500 preparation and everything in between. Today he runs the Retirement Services Division and is responsible for all back office operations onshore and offshore. He has also provided guidance and oversight to the development of Congruent’s own recordkeeping platform, COREDC, which was launched recently.
Prior to joining Congruent, he spent his career at several service provider organizations like GoldK, Inc., Boston Financial Data Services and Trustar Retirement Services managing operations teams, providing customer support, managing implementations and conversions and establishing reporting mechanisms. His career started in transaction processing in Operations and has served as the foundation of his career.