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
2024 COLAs Issued
(November 1, 2022) On November 1, 2023, the IRS issued IRS Notice 2023-75 to announce…
DOL Proposes New Fiduciary Rules
(November 1, 2023) On October 31, 2023, the Department of Labor (DOL) published its highly…
Taxable Wage Base Increase for 2024
(October 12, 2023) The Social Security Administration has announced in a press release that the…
SECURE 2.0 Catch-Up Contribution Guidance Issued
(August 25, 2023) The IRS has issued Notice 2023-62 which provides for an “administrative transition…
IRS Announces 2023 RMD Rollover Relief & Relief for Certain 2023 Beneficiary Distributions
(July 14, 2023) On Friday, July 14, 2023, the IRS issued Notice 2023-54 providing transition…
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