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
2019 IRS Form 5498 Series Deadline Further Postponed to August 31, 2020
(May 28, 2020) On May 28, 2020, the IRS announced in Notice 2020-35 that they…
2021 HSA COLAs Issued
(May 20, 2020) The IRS issued Revenue Procedure 2020-32 to announce the 2021 cost-of-living adjustments (COLAs)…
House Passes New COVID-19 Relief Bill
(May 18, 2020) On Friday, May 15th, the House passed the HEROES Act, which has…
Proposed COVID-19 Relief Bill Contains Additional RMD Relief and Other Retirement Provisions
(May 12, 2020) On May 12, 2020, the House of Representatives introduced the Health and…
IRS Posts CARES Act FAQs
(May 5, 2020) On May 4th, the IRS posted FAQs on its website pertaining 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