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Modernizing Retirement Plan Infrastructure with Congruent Solutions’ Mahesh Natarajan
Season 7
Episode 134
Published 1 month, 1 week ago
Description
Much of the technology infrastructure that powers the workplace retirement plan industry could use an update to improve on old legacy systems to better serve the needs of today’s 401(k) participants.
To learn more about how and why it needs to evolve, we talk with techno-business leader Mahesh Natarajan, Chief Revenue Officer at Congruent Solutions, which has been a specialist technology solutions and outsourced plan administration provider to the retirement industry since 2004.
We’ll talk about how he sees value in a modular approach to innovation instead of a full technology overhaul, the concept of “invisible AI,” how recordkeepers need to evolve into “retirement orchestrators,” and more.