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
IRA Bankruptcy Exempt Amount Increases
(April 1, 2025) When the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA)…
IRS Publishes Long-Awaited SECURE 2.0 Guidance
(January 10, 2025) The IRS released long-awaited guidance today on several key retirement plan changes…
DOL’s Retirement Savings Lost and Found Is Here
(December 28, 2024) As of December 27, 2024, the Department of Labor (DOL)—through its Employee…
Proposed RMD Regulations.—Effective Date Pushed Back to 2026
(December 18, 2024) On December 18, 2024, the IRS released Announement 2025-2 to provide additional time to…
2025 Forms W-4P/W-4R Posted
(December 17, 2024) On December 17, 2024, the IRS has posted the 2025 versions of Form…
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