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
The IRS Releases Guidance on Qualified Long-Term Care Distributions from Retirement Plans
(May 26, 2026) On May 20, 2026, the IRS issued Notice 2026-32 to provide guidance for plan…
Executive Order Promotes “Saver’s Match” in IRAs
On April 30, 2026, the President issued an executive order that seeks to encourage low-…
DOL Releases Proposed Regulations on Alternative Investments
(March 31, 2026) Last August, the President issued Executive Order EO14330, Democratizing Access to Alternative Assets…
IRS Releases Trump Account Guidance
(March 6, 2026) On March 6, 2026, the IRS released two separate notices of proposed…
Proposed RMD Regulations —Effective Date Pushed Back Again
(February 23, 2026) On February 23, 2026, the IRS released Announcement 2026-7 to provide additional time to…
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