Convergent Retirement Plan Solutions, LLC

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.

Executive Management Team
	*Ben E. Norquist, CPC, CISP,* President & CEO Ben Norquist is the co-founder, president and CEO of Convergent Retirement Plan Solutions, LLC, a firm dedicated to helping the nation’s leading financial organizations meet their diverse retirement plan training, compliance and business development needs. [Read More . . . ]
	*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. [Read More . . . ]
	*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. [Read More . . . ]
	*Julie K. Robinson, CISP,* Manager of Compliance Julie Robinson is the manager of compliance 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. [Read More . . . ]
	*Connie Spaulding ,* Director of Business Development Connie partners with Convergent’s senior consultants to identify and implement tailored business solutions for financial organizations nationwide. [Read More . . . ]
Advisory Board
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. [Read More . . . ]
*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. [Read More . . . ]