Precision-Engineered Services for Retirement Providers
At Convergent, we offer a deep and targeted portfolio of services designed to meet the needs of recordkeepers, TPAs, and retirement platform providers. Our team brings decades of experience across legacy and modern technologies, allowing us to deliver scalable, compliant, and outcome-driven results across every stage of your operational lifecycle.
Technology Services
Conversions & Migrations
We specialize in high-volume, high-stakes conversions. With over 18 successful migrations and $300B+ in assets transitioned, we handle every detail—from mapping and testing to compliance and communication.
Legacy Modernization
We help retirement firms transition from legacy systems like COBOL and flat file environments to scalable, modern architectures using Java, APIs, and cloud-native technologies.
Cloud Enablement
Whether migrating to AWS or Azure, we guide your transition with proven methods, ensuring performance, compliance, and minimal disruption.
Interface Development
Our teams have built over 1,500 secure, performant interfaces connecting recordkeeping systems with payroll providers, custodians, and internal applications.
Operational Support
Managed Services
From nightly batch processing and reconciliation to transaction support and file fulfillment—we offer 24/7 operational support tailored to your environment.
Staff Augmentation & Expert Teams
Need bandwidth for a transformation? Our senior consultants and specialized teams seamlessly integrate with your operations or project groups to deliver results faster.
Compliance-Driven Support
We ensure ongoing alignment with regulatory requirements through automation, audit trails, reporting accuracy, and best practices built into every workflow.
Strategic & Advisory
System Assessments & Vendor Evaluations
We conduct independent platform evaluations, architecture assessments, and vendor comparisons to support your most critical technology decisions.
Roadmapping & Technology Strategy
Our consultants work with your leadership teams to define scalable, adaptable roadmaps that align with long-term business goals.
Process Automation & Optimization
With 2,000+ automated processes delivered across our client base, we identify opportunities to eliminate manual tasks, reduce cycle time, and increase accuracy.
Tailored to Retirement. Built to Deliver.
Every solution we offer is designed to address the complex realities of retirement plan operations. From regulatory compliance to system modernization, we bring structure, clarity, and confidence to every engagement. Explore our Solutions to see how we can accelerate your roadmap.