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Convergent Retirement Plan Solutions, LLC, is staffed
with seasoned retirement industry veterans dedicated to helping
you and your organization succeed in the fiercely competitive retirement
services industry. Working hand-in-hand with you and your associates,
we develop tailored solutions that produce measurable bottom-line
results through decreased compliance exposure and increased acquisition
and retention of retirement plan assets.
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Ben E. Norquist, CPC, CISP,
President
Ben Norquist is the co-founder and
president of Convergent Retirement
Plan Solutions, LLC. Ben also currently serves as the
dean of retirement plan studies for the Academy of Financial
Services Studies, LLC.
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Jennifer R. Norquist, CEBS, GPA, RPA,
Managing Partner
Jennifer Norquist is a managing partner
of Convergent Retirement Plan Solutions, LLC. One of
the founding partners, Jennifer is involved in overall
project management and editorial standards and review.
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Loni J. Porta, Director of Education
Loni Porta is the director of education for Convergent Retirement Plan Solutions, LLC.
Prior to joining Convergent Retirement Plan Solutions,
LLC, Loni held various positions with the industry’s
leading retirement service outsource provider.
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Julie K. Robinson, CISP, Senior Retirement Plan Specialist
Julie Robinson is a senior retirement plans specialist for Convergent Retirement Plans Solutions, LLC. Prior to joining Convergent Retirement Plans Solutions, LLC, Julie held various positions with Universal Pensions, Inc. (UPI), and later with BISYS Retirement Services.
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Connie Spaulding , Account Executive
Connie partners with Convergent’s National Sales Director to identify and implement tailored business solutions for financial organizations nationwide.
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Jean Barton, Senior Advisory Board Member
Jean Barton is a senior advisory board member for Convergent Retirement Plan Solutions, LLC. A seasoned retirement industry veteran, Jean graciously shares her time and talents with Convergent 's executive management team.
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Marcia Mantell, Senior Advisory Board Member
A seasoned retirement industry veteran, Marcia graciously shares her time and talents with Convergent 's executive management team. Participating regularly in Convergent 's strategic development meetings, Marcia provides industry insight and guidance regarding Convergent 's overall market strategy as well as the ongoing evolution of the company's comprehensive suite of retirement products and services.
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