Feeling overwhelmed? We’ve got you covered.

Convergent’s staff is working overtime to provide all you need for internal education, external client communications, and overall compliance with the SECURE Act changes.

We are your SECURE Act go-to source

• JUST RELEASED! SECURE Act Go-To Guide
  Click here to purchase your Go-To Guides today. This 96-page Go-To Guide, web-linked for real-time updates, is an invaluable resource for IRA professionals. The Go-To Guide contains in-depth details and insights that will help financial professionals of all experience levels as they field questions from clients and take steps to adapt their IRA product and service offerings to the SECURE Act changes.
• Click here to view a recorded version of the SECURE Act Rapid Response webcast
• Click here to view the SECURE Act

Join A Live Webcast (Filling Fast!)

Adapting Your IRA Programs for the SECURE Act of 2019

$199

• January 3, 2020, 2:00 p.m. (CT)
• January 7, 2020, 2:00 p.m. (CT)
• January 8, 2020, 10:00 a.m. (CT)
• January 17, 2020, 10:00 a.m. (CT)
• January 21, 2020, 2:00 p.m. (CT)
• January 23, 2020, 10:00 a.m. (CT)

A Deeper Dive Into Beneficiary Options Under the SECURE Act

$195

• March 19, 2020, 10:00 a.m. (CT)

Select a webcast date to register now!

Web-Based Tools

The fastest way to deploy consistent, SECURE-compliant customer service

• Beneficiary Options Tool
• RMD Calculator
• IRA Funding Eligibility

Documents & Disclosures

• Short-Term Compliance Solutions
• IRA Disclosure Supplement
• RMD Statement Communications
• Document Reviews
• Compliance Consultation
• Amendment Mailings

Communication & Education

• SECURE Act “Go-To Guide”
  Click here to order your Go-To Guides.
  

  This 96-page Go-To Guide, web-linked for real-time updates, is an invaluable resource for IRA professionals. The Go-To Guide contains in-depth details and insights that will help financial professionals of all experience levels as they field questions from clients and take steps to adapt their IRA product and service offerings to the SECURE Act changes.

• Brochures - Click here to view a sample SECURE Act brochure
• IRA Owner’s Introduction to the SECURE Act
• Expanded IRA Funding Options
• Navigating the NEW RMD Rules
• Penalty-Free IRA Distributions for Births/Adoptions
• IRA Beneficiary Rule Changes
• Statement Stuffers – Click here to view a sample SECURE Act statement stuffer
• SECURE Act Makes Immediate Changes to IRAs
• Age Restrictions for Traditional IRA Contributions Eliminated
• RMD Starting Age Increased to Age 72
• Penalty-Free IRA Distributions for Birth or Adoptions of a Child
• IRA Beneficiary Distribution Rule Changes
• Click here to order your branded, consumer-facing brochures and statement suffers
• Custom Education and Value-Add Programs