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 Addresses Withholding and Reporting on Escheated Qualified Plans
(October 16, 2020) The IRS has released Revenue Ruling 2020-24 addressing federal income tax withholding and…
List of Permissible Reasons for Self-Certified Late Rollover Expanded
(October 16, 2020) The IRS has released Revenue Procedure 2020-46 which modifies and updates Revenue…
Taxable Wage Base Increase for 2021
(October 13, 2020) The Social Security Administration has announced in a news release that the…
House Passes New COVID-19 Relief Bill; Negotiations Continue
(October 5, 2020) On Thursday, October 1, the House of Representatives passed the Health and…
IRS Issues Final Regulations for Income Tax Withholding on Periodic Distributions
(September 28, 2020) The IRS has issued final regulations updating the federal income tax withholding…
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