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 Address Issues Guidance Regarding Uncashed Retirement Plan Checks
(August 15, 2019) On August 14, 2019, the IRS issued Revenue Ruling 2019-19, which addresses…
Proposed Regulations Issued Regarding MEP “One Bad Apple Rule”
(July 5, 2019) On July 3, 2019, the IRS published proposed regulations [REG-1215008-18] in response…
Definition of Preventive Care for HSA-Compatible HDHPs Expanded
(July 19, 2019) On July 19, 2019, the IRS issued Notice 2019-45 expanding the list…
Executive Order Provides Directive for Changes to HSAs
(June 25, 2019) On June 24, 2019, President Trump signed an Executive Order on health…
Regulations Address Withholding on Retirement Plan Distributions Delivered Outside of United States
(May 31, 2019) On May 31, 2019, the IRS issued proposed treasury regulation [REG–132240–15] regarding…
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