Nothing is certain except change.

Welcome to Convergent Retirement Plan Solutions, LLC.
Convergent Retirement Plan Solutions, LLC, is a highly specialized retirement services company staffed with seasoned industry veterans dedicated to creating tailored compliance, education and business development solutions for the retirement services industry. Our solutions produce measurable bottom-line results for our clients through decreased compliance exposure and increased acquisition and retention of retirement plan assets.

Our Mission

To develop and deploy tailored compliance, education and business development solutions for the retirement services industry that are more integrated, efficient and effective than any alternative solution.

Our Clients

• Brokerage Firms
• Mutual Fund Companies
• Insurance Companies
• Banks
• Credit Unions

Our Markets

• Traditional and Roth IRA
• Small Business Retirement
• Corporate Defined Contribution
  

NEWS RELEASES:

Automatic-Enrollment IRAs - Coming to a Business Near You?

DOL’s EBSA to Extend Applicability Dates for Fee Disclosure Rules

2012 HSA COLAs Issued

Update: IRS Comments on "Carryback" 2010 QCDs

Tax Compromise and Year-End Roth Conversion Implications

2010 IRA Contribution Deadline - April 18, 2011

IRS Releases Notice 2010-84 – “In-Plan” Roth Conversion Guidance