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
Final Version of 2020 Instructions for Forms 1099-R and 5498 Posted
(February 20, 2020) The IRS posted a final version of the 2020 Instructions for Forms 1099-R…
Second DRAFT Version of 2020 Instructions for Forms 1099-R and 5498 Posted
UPDATE: The IRS posted posted a final version of the 2020 Instructions for Forms 1099-R…
Publication 590-A Posted
(February 11, 2020) The IRS has posted the 2019 version of Publication 590-A, Contributions to…
DRAFT Version of 2020 Instructions for Forms 1099-R and 5498 Posted
UPDATE: The IRS has released a second draft version of the 2020 Instructions for Forms…
IRS Issues SECURE Act Relief for Erroneous RMD Statements
(January 24, 2020) On January 24, 2020, the IRS issued IRS Notice 2020-06 providing guidance…
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