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
Release of 2026 Forms W-4P/W-4R Trigger Effective Dates for Substitute Forms
(December 17, 2025) The IRS has posted the 2026 versions of Form W-4P, Withholding Certificate for Periodic Pension or…
Administration Launches Trump Account Website
(December 17, 2025) On December 17, the Treasury Secretary unveiled a new website for the Trump…
2026 COLAs Issued
(November 13, 2026) On November 13, 2026, the IRS issued IRS Notice 2025-67 to announce…
Taxable Wage Base Increase for 2026
(October 24, 2025) The Social Security Administration has announced in a press release that the taxable…
Code Y Optional for 2025 QCD Reporting
(October 17, 2025) The IRS has provided relief from the requirement to use Code Y to…
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