Plan Administration and Recordkeeping

At Congruent Business Support Services (BSS) we understand the changing need of plan providers as well as third party administrators (TPAs), and our aim is to delight our clients through a combination of operational excellence, deep domain expertise, proven transition methodologies and industry best practices. The operational excellence comes from our experience of partnering with multiple plan provider and TPA organizations over the years and servicing more than 12000 plans, and the industry expertise is based on our focus in the US retirement services sector for last 12 years. ISO 9001: 2008 certification for the back office pension administration and ISO 27001 certification for information security management emphasize our commitment to deliver best-in-class business process services to our customers.

Our business process executives have strong domain understanding of the US retirements and pensions market and are certified by industry bodies like ASPPA, NAPA. They also have comprehensive administration experience across leading Record Keeping Systems like ASC, Relius, Schwab RT.

Congruent is a partner of choice for several plan providers and TPAs, for outsourced retirement plan administration and recordkeeping services.