Our Core Strengths

Industry Experience
Boasting average industry tenure of over 15 years, the faculty and staff of Convergent are seasoned retirement industry veterans with extensive, hands-on experience in all facets of retirement product development, distribution and servicing. This “in-the-trenches” perspective allows us to provide real-world solutions to the real-world challenges faced by retirement plan providers.

Your Benefits Your organization enjoys the efficiency of on-point solutions that are reflective of the retirement products and services you offer and the competitive landscape in which you operate.

 

Subject Matter Expertise
As retirement industry veterans know all too well, the ever-changing body of federal law and regulations that governs the retirement services industry is voluminous, riddled with arcane language, undue complexity and innumerable exceptions. Over the past 20 years, the senior members of Convergent have consulted with and trained literally thousands of retirement industry professionals, helping them to successfully navigate the murky waters of retirement industry compliance. Often referred to as “the experts’ expert” the faculty and staff of Convergent are subject matter experts in the truest sense of the word.

Your Benefits You enjoy decreased compliance exposure and increased client confidence and satisfaction as you differentiate yourself in the industry through superior retirement products and services.

 

Proven Methodology
At Convergent, we’ve been immersed in the retirement services industry long enough to understand there is no such thing as a cookie-cutter challenge or opportunity. Accordingly, we believe there is no place for cookie-cutter solutions. Our time-tested methodology is built on a core premise: we start each engagement by listening. We listen carefully to your objectives, constraints and priorities. Only after we have a clear understanding of these matters do we move into an analysis and recommendation phase.
Recognizing that your financial and human resources are finite, we often recommend multiple alternatives, outlining the trade-offs between various solutions. Once a path is selected, our seasoned veterans work hand-in-hand with your team to develop, test and implement each project. Throughout the entire process, the senior consultant assigned to your project remains actively involved.

Your Benefits Our proven methodology and tailored delivery provide you with complete flexibility. You dictate the objectives, we listen and recommend. You choose from a range of options. You get solutions that are on time, within budget and on point.