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 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…
Postponed Deadlines for Time-Sensitive Acts Extended for Certain Victims of Federally Declared Disasters
(February 24, 2023) Disaster-area taxpayers in most of California and parts of Alabama and Georgia now…
Postponed Deadlines for Time-Sensitive Acts for Victims of Federally Declared Disasters
(February 24, 2023) This story was updated following the release of news release IR-2023-33. (January 24,…
President Biden Signs SECURE Act 2.0
(December, 30, 2022) On December 29, 2022, President Biden signed the Consolidated Appropriations Act of…
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