|
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
|
 |
|
