Built for Retirement. Trusted for Results.
Convergent is a retirement technology firm delivering innovative solutions and world-class expertise. With over a decade at the forefront of retirement operations and systems transformation, we help recordkeepers, TPAs, and wealth management platforms scale operations, modernize legacy infrastructure, and solve complex regulatory and data challenges. Our deep roots in the industry mean we understand not just the technology—but the business, compliance demands, vendor landscape, and operational realities. Whether you support micro plans or enterprise institutions, we bring the precision, adaptability, and strategic vision needed to meet your goals.
What Sets Us Apart
Retirement Tech Specialists
Convergent is laser-focused on retirement technology. Our consultants have deep experience with OMNI, TRAC, COBOL modernization, and compliance workflows—delivering faster onboarding, fewer errors, and solutions tailored to your operations.
End-to-End Delivery
We support the full project lifecycle—from assessment and planning to testing, deployment, and post-launch optimization. Whether you're migrating systems or automating operations, we bring clarity and momentum to each phase.
Trusted by Industry Leaders
More than 30 firms—including national recordkeepers and mid-sized TPAs—have partnered with us. We've successfully delivered 18+ conversions, migrated 21,000 plans, and helped manage $300B+ in assets with consistency and confidence.
Legacy + Innovation
We bridge legacy and modern platforms by migrating COBOL to Java, upgrading OMNI, and building modular APIs. Our approach modernizes core systems without compromising continuity.
Flexible Engagement Models
We tailor our engagement to your needs—whether it's embedded consultants, managed teams, or full project delivery. Our people work as an extension of your team and collaborate seamlessly with vendors to keep projects aligned and moving forward.
Why Convergent
Speed & Scale
Our reusable frameworks, automation tools, and deep playbooks enable faster project execution. We help clients:
Onboard plans 30–50% faster
Execute implementations 20% more efficiently
Scale to support plans with up to 500,000 participants We reduce your time-to-market while maintaining operational quality and compliance.
Accuracy & Reliability
Our systems and support processes are built to perform with precision. We consistently deliver:
99.8% accuracy in participant and plan data
Zero audit findings across regulatory reviews
100% on-time compliance reporting You can trust us with your most sensitive operations.
Innovation That Works
We don’t experiment on our clients. Every tool and module we deploy is production-tested, and our innovation is grounded in the daily realities of retirement administration. From AI-driven workflows to 2,000+ automated processes, we deliver smarter operations with measurable value.
Collaborate
We believe in collaboration over handoffs. Our team works shoulder-to-shoulder with yours, coordinating across operations, IT, compliance, and third-party vendors. We ensure alignment and communication from discovery to delivery.
Measure & Refine
Our engagement doesn’t end at launch. We implement tracking metrics, feedback loops, and proactive refinements to optimize system performance, scale automation, and align tech with business KPIs.
How We Work
Discover
Every engagement begins with a deep dive. We analyze your current-state architecture, assess pain points, review vendor integrations, and examine compliance workflows. This helps us identify both strategic priorities and quick wins, resulting in a roadmap that aligns with your operational needs and business goals.
Deliver
With detailed planning and a proven toolkit, we execute with speed and precision. From system conversions to API development, automation deployment to user experience redesigns—we deliver production-ready solutions that reduce risk, eliminate rework, and scale effectively.
Evolve
Post-launch, we provide ongoing support, performance tuning, and system evolution planning. As regulations shift and your platform needs change, we ensure your tech stack continues to serve you—efficiently and compliantly.
Lower Costs, Higher Impact
By leveraging automation, standardization, and reusable components, we routinely help clients reduce administrative costs by 30% or more. This allows internal teams to focus on strategy and service delivery instead of firefighting and manual work.
Audit-Proof Confidence
Our tools and processes are designed with compliance in mind. From automated 5500 preparation to full audit trail tracking and exception logging, we provide the visibility and documentation needed to meet any regulatory requirement with confidence.
Let’s Modernize Retirement, Together.
Whether you're planning a migration, building a new platform, or just trying to make your operations more efficient—Convergent is ready to help.
Contact us to start a conversation, or explore our Solutions to see how we can accelerate your roadmap.