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
Revised Version of 2024 Form 5498 Posted
(August 26, 2024) On August 26, 2024, the IRS posted a revised version of the…
ALERT: IRS Issues Final RMD Regulations - Webcast
On July 18, 2024, the Treasury Department and IRS issued highly anticipated final required minimum…
Final RMD Regulations Issued with Additional New Proposed Regulations Too
(July 18, 2024) The Department of the Treasury and the Internal Revenue Service issued final…
SECURE Act 2.0 Guidance Issued by IRS
(June 20, 2024) The IRS has published IRS Notice 2024-55 providing guidance on emergency personal…
2025 HSA COLAs Issued
(May 9, 2024) The IRS issued Revenue Procedure 2024-25 to announce the 2025 cost-of-living adjustments…
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