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 Posts Draft 2023 Form W-4R
(September 19, 2022) On September 16, 2022, the IRS posted a draft 2023 Form W-4R, Withholding…
2022 IRA/HSA Contribution Deadline
(September 13, 2022) The deadline for making Traditional and Roth IRA contributions as well as…
Senate Finance Committee Formally Introduces Amended EARN Act
(September 8, 2022) On September 8, 2022, Senate Finance Committee Chair and Ranking Member, Senator…
IRS Provides Additional Guidance for Substitute and Telephonic Forms W-4P and W-4R
(September 6, 2022) The IRS has posted additional guidance to address outstanding questions relating to the…
IRS Extends IRA & Retirement Plan Amendment Deadline
(August 3, 2022) With the release of Notice 2022-33 today, the IRS has announced the…
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