Where Strategy and Opportunity Converge
Convergent Retirement Plan Solutions' best-in-class compliance, education and business development solutions enable your organization's retirement offerings to flourish
From simple turnkey to fully customized
Timely, accurate, accessible products crafted and meticulously maintained by retirement industry veterans
Industry-recognized thought leadership and subject-matter expertise
Strategic and tactical support for your retirement initiatives provided by seasoned retirement industry professionals with decades of hands-on experience
Treasury Department Publishes Final Catch-Up Contribution Reg
(September 16, 2025) On September 15, 2025, the Treasury Department released final regulations (TD 10033) addressing…
Additional Offering! IRS to Offer Presentation of IRIS 101 Meeting
(September 16, 2025) The IRS is offering new users and anyone needing a refresher to…
IRS to Offer Presentation of IRIS 101 Meeting
(August 12, 2025) The IRS is offering new users and anyone needing a refresher to…
President Signs the Once Big Beautiful Bill Act
(July 7, 2025) On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was…
IRS Posts 2025 Instructions for Forms 5498 and 1099-R
(May 12, 2025) On May 12, 2025, the IRS posted the 2025 Instructions for Forms 5498…
Contact Information
19533 State Highway 371
Brainerd, MN 56401
Phone: 218-824-4900
Toll Free: 866-388-4900
Fax: 218-824-4948
convergent@convergentrps.com