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
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…
HSA-Compatible HDHPs May No Longer Pay COVID-19 Related Expenses
(June 23, 2023) Following the May 11, 2023, announcement of the end of the COVID-19…
2024 HSA COLAs Issued
(May 16, 2023) The IRS issued Revenue Procedure 2023-23 to announce the 2024 cost-of-living adjustments…
IRS Issues Relief for Incorrect RMD Statements
(March 7, 2023) On March 7, 2023, the IRS issued Notice 2023-23 providing relief to…
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