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
IRS Launches ICRS: A Correction Program for IRAs
(Octover 22, 2026) On October 22, 2026, the IRS released Revenue Procedure (Rev. Proc.) 2026-33, which…
Taxable Wage Base Increase for 2027
(October 14, 2026) The Social Security Administration has posted the 2027 Cost-of-Living Adjustment (COLA) Fact…
IRS Proposes Automatic Enrollment for Trump Accounts
(September 30, 2026) On September 30, 2026, the Treasury Department and the IRS published proposed…
IRS Releases Proposed Regulations on Trump Account Investments
(August 24, 2026) The Treasury Department and the IRS have issued proposed regulations that provide details…
IRS Rolls Out Sample Rollover Forms and Proposed Procedures
(August 12, 2026) The Treasury Department and the IRS have issued Notice 2026-49, delivering on a…
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