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 Posts 2025 Instructions for Forms 5498 and 1099-R
(May 12, 2025) On May 12, 2025, the IRS posted the 2025 Instructions for Forms 5498…
2026 HSA COLAs Issued
(May 1, 2025) The IRS issued Revenue Procedure 2025-19 to announce the 2026 cost-of-living adjustments (COLAs)…
EBRI Survey Shows Solid Retirement Confidence
(April 25, 2025) The Employee Benefit Research Institute (EBRI) has released its 35th annual Retirement…
IRA Bankruptcy Exempt Amount Increases
(April 1, 2025) When the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA)…
IRS Publishes Long-Awaited SECURE 2.0 Guidance
(January 10, 2025) The IRS released long-awaited guidance today on several key retirement plan changes…
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