Our products and services are designed to help you maximize your firm’s acquisition and retention of retirement plan clients and assets while minimizing your firm's compliance exposure.

At Convergent Retirement Plan Solutions, LLC, we understand the challenges faced by retirement industry professionals. Accordingly, our core product and service offerings are designed to address three fundamental industry challenges.

Your Challenge: ERISA Compliance

Since its inception in 1974, the Employee Retirement Income Security Act (ERISA) has spawned a mammouth body of related statutes, regulations, government pronouncements, and case law. Today, ERISA and its ever-expanding progeny form a complex matrix of compliance requirements riddled with potential pitfalls for the unwary. [Our Solutions]

Your Challenge: Training and Development

In today’s ultra-competitive retirement services industry, education is a competitive necessity – not an optional expense. Unfortunately, traditional education models in the financial services industry have often fallen short of producing measurable bottom-line results. [Our Solutions]

Your Challenge: Business Development

Given the nature of today’s rapidly changing financial services environment, there are countless factors that impact an organization’s ability to grow its retirement book of business. To further complicate matters, organizations are often discovering the formulas that worked well last year have become obsolete, virtually overnight. [Our Solutions]