|
Welcome to Convergent Retirement Plan Solutions,
LLC.
Convergent Retirement Plan Solutions, LLC, is a highly specialized
retirement services company staffed with seasoned industry
veterans dedicated to creating tailored compliance, education
and business development solutions for the retirement services
industry. Our solutions produce measurable bottom-line results
for our clients through decreased compliance exposure and increased acquisition and
retention of retirement plan assets.
Our Mission
To develop and deploy tailored compliance,
education and business development solutions for the retirement
services industry that are more integrated, efficient and
effective than any alternative solution.
Our Clients
- Brokerage Firms
- Mutual Fund Companies
- Insurance Companies
- Banks
- Credit Unions
Our Markets
- Traditional and Roth IRA
- Small Business Retirement
- Corporate Defined Contribution
NEWS RELEASES:
Final Service Provider Fee Disclosure Regulations Issued
IRS Issues 2012 IRA Reporting Forms and Instructions
2011 IRA Contribution Deadline - April 17, 2012
2012 COLAs Issued
DOL to Re-propose Fiduciary Rule
DOL Issues Interim Electronic Disclosure Policy
Tax Relief for Victims of Hurricane Irene (And Other Disaster Situations)
DOL's EBSA Issues Final Rule to Extend Applicability Date for Fee Disclosure
Automatic-Enrollment IRAs - Coming to a Business Near You?
DOL’s EBSA to Extend Applicability Dates for Fee Disclosure Rules
2012 HSA COLAs Issued
Update: IRS Comments on "Carryback" 2010 QCDs
Tax Compromise and Year-End Roth Conversion Implications
2010 IRA Contribution Deadline - April 18, 2011
IRS Releases Notice 2010-84 – “In-Plan” Roth Conversion Guidance |
