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 Announces Relief for Certain 2024 Beneficiary Distributions
(April 16, 2024) On Tuesday, April 16, 2024, the IRS issued Notice 2024-35 providing transition…
IRS Posts Revised 2023 Instructions for Forms 5498 and 1099-R
On January 18, 2024, the IRS posted a revised version of the 2023 Instructions for…
Complimentary Webcast: New Guidance on SECURE 2.0!
On December 20, 2023, the IRS published its first substantive guidance concerning the numerous changes…
SECURE Act 2.0 Guidance Issued by IRS
(December 20, 2023) Just in time for the holiday season, the IRS has published its…
2024 Forms W-4P/W-4R Posted
(December 12, 2023) The IRS has posted the 2024 versions of Form W-4P, Withholding Certificate…
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