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
2023 COLAs Issued
(October 21, 2022) On October 21, 2022, the IRS issued IRS Notice 2022-55 to announce the…
Taxable Wage Base Increase for 2023
(October 13, 2022) The Social Security Administration has announced in a press release that the…
IRS Provides Relief for Certain 2021 and 2022 Beneficiary Distributions
As has been discussed in numerous conferences and trade journal articles, many beneficiaries of deceased…
IRS Posts Draft 2023 Form W-4R
(September 19, 2022) On September 16, 2022, the IRS posted a draft 2023 Form W-4R, Withholding…
2022 IRA/HSA Contribution Deadline
(September 13, 2022) The deadline for making Traditional and Roth IRA contributions as well as…
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