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Feeling overwhelmed? We’ve got you covered.

Convergent’s staff is working overtime to provide all you need for internal education, external client communications, and overall compliance with the SECURE Act changes.

We are your SECURE Act go-to source

    Click here to purchase your Go-To Guides today. This 96-page Go-To Guide, web-linked for real-time updates, is an invaluable resource for IRA professionals. The Go-To Guide contains in-depth details and insights that will help financial professionals of all experience levels as they field questions from clients and take steps to adapt their IRA product and service offerings to the SECURE Act changes.
  • Click here to view a recorded version of the SECURE Act Rapid Response webcast
  • Click here to view the SECURE Act