Case Studies

We believe in sharing what we learn!

At Congruent, our ability to help solve clients’ most complex issues related to recordkeeping and plan administration is distinct. We deliver strategy, solutions and implementation, from people, process and technology view, to help you lead in the markets where you compete.

We think disruptively to deliver technology products and services to address our clients’ toughest challenges around DC recordkeeping, plan administration and technology services, and our case studies will share our learning.

The collection of these case studies displays the breadth of Congruent’s expertise and also detail out the way we conduct our services.


Gap Analysis of Loans and Distributions application for a large Mutual Insurance Company in the US


Technology Solutions

Plan On-Boarding POC for a large Retirement Provider


Technology Services

Testing Engagement for a Fortune Global 500 Insurance and Financial Services Provider