Modern 401(k) recordkeeping platform. Built around your business.

Less manual work. More room to grow. Corendi is retirement software built to help you run plans more efficiently, connect with payroll and other partners, and adapt as your business grows. Created by retirement industry operators.

Built from the ground up for modern recordkeeping

Cloud-nativeAPI-firstAI-ready

The industry has changed. Your platform should too.

The market has changed, and so has the day-to-day work. The opportunity is not just to support more plans. It is to support them well, connect with more partners, and keep operations manageable as you grow.

01

More small and emerging plans

Including employers entering through state retirement mandates.

02

Regulatory change

SECURE 1.0 and SECURE 2.0 affect how plans are administered.

03

New distribution

Payroll, HCM, advisors, financial institutions, and other platforms.

04

Higher expectations

Connected payroll, personalized service, and easier experiences for everyone involved.

One practical question: can your current technology support more opportunity without creating more friction and cost?

Technology built around your business.

Not a list of features. A better way to support the retirement business you want to build.

1

You shouldn’t have to organize your business around an outdated system.

Corendi starts with the needs of today’s retirement providers, not the constraints of yesterday’s systems. A platform built from the ground up for modern retirement operations, shaped by people who have run a retirement-plan business.

What it means for youTechnology designed around the work you do, the clients you serve, and the opportunities you want to pursue.
2

More capacity to grow

Automation, configurable workflows, and infrastructure designed to support a growing operation.

What it means for youLess manual effort and a better cost of serving each plan as you grow.
3

Flexibility to work your way

Modular capabilities and configurable workflows designed to support different business needs.

What it means for youA path to modernization that reflects your priorities, not a one-size-fits-all approach.
4

Better connections across your business

Built to connect with payroll and the broader retirement partner network.

What it means for youFewer disconnected processes, and new ways to offer retirement services.
5

Room to adapt as needs change

An extensible platform designed to accommodate new requirements, products, and integrations.

What it means for youRespond to the market without rethinking your whole technology foundation.

Technology that answers a business question.

Every capability earns its place by what it helps you do. Built with automation today and an architecture designed to support future AI capabilities.

Built to operate in the cloud, not simply moved there later. A modern foundation for operating and growing the platform.

Connections to other systems are part of the original design. Built to connect with payroll and the other systems your business relies on.

The architecture and data foundation can support future AI capabilities. Room to adopt AI as useful capabilities become available.

Capabilities are organized as components, and supported workflows can be adjusted. Adjust supported workflows to fit how your team operates.

Technology handles repetitive steps and coordinates work. Less manual effort and more consistency.

Infrastructure designed to support growth, on a platform that can expand as needs change. Room for new capabilities, products, and connections.

Migration may be inevitable. Your destination is still a choice.

When a platform forces a move, getting to the next system is the first priority. But this is also the moment to decide which processes to improve, which markets to serve, and how you want to operate.

A business decision

Choose for your next stage of growth

Not just your next conversion.

Real modernization

Improve how you work

Moving the same manual processes into a newer system does not solve the problem.

Start with the work

Built around what you need to do

Not the limits of an older system.

Built for the people who run retirement plans.

Primary

Recordkeepers and TPAs

Evaluating a next platform? Facing a required migration, outgrowing your system, cutting administrative work, or planning new products and partnerships. You need technology that supports your strategy instead of limiting it.

Partners

Build a more connected offering

  • Payroll and HCM platforms
  • Financial institutions and wealth-management firms
  • Technology, data, custody, investment, and service partners

Built from the ground up by people who know what it takes to run a retirement-plan business. Not adapted from an older platform.

Don’t just migrate.Move forward.

Do not just replace your system. Improve what your business can do.
Talk with our team about your next platform.

Corendi. Build what comes next. © 2026 Corendi. All rights reserved.