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FRP Is Coming. Is Your Platform Ready?

The biggest recordkeeping platform shift in a generation is underway — and the timeline isn’t yours to set. We’ve been inside every version of OMNI. We know what FRP demands of your data, your scripts, and your operations. Let’s build the migration plan before the deadline builds it for you.

The Retirement Industry Has a Technical Debt Problem

The platforms that power retirement recordkeeping — OMNI, TRAC, Relius — were built decades ago. The people who built and customized them are retiring faster than they can be replaced.

Meanwhile, FIS keeps pushing FRP timelines. Regulatory changes keep coming. And your CTO is being asked to modernize a platform that nobody on staff fully understands anymore.

You don't need a 200-slide strategy deck. You need practitioners who've been inside these systems — who've completed 18 large-scale migrations, moved 21,000 plans and $300 billion in assets, migrated 21 million lines of COBOL, and built 1,500+ interfaces — all with 99.8% data accuracy.

That's what Convergent does.

We Know the Systems

30+ years average experience across OMNI, TRAC, and Relius. We've written custom applications to analyze 35,000+ OmniScripts. We've mapped data between every major recordkeeping platform. We don't study your systems from the outside — we've operated them from the inside.

We Deliver, Not Just Advise

When a global SI wins a retirement contract but can't deliver the domain expertise, they call us. When a CIO needs a platform stabilized in weeks instead of quarters, we deploy senior practitioners — not junior analysts learning on your dime.

We Stay Until It Works

From 24/7 overnight operations monitoring to multi-year platform transformations, we don't build it and leave. Our longest client relationships span 10+ years because retirement operations never stop — and neither do we.

18
Large-scale migrations & conversions delivered
21K
Plans and $300B in assets moved
21M+
Lines of COBOL code migrated & documented
70+
Retirement technology professionals
99.8%
Data accuracy across all engagements
1,500+
Payroll & trading integrations

Trusted by the firms that run America's retirement systems

Invesco
Ameritas
Prudential
J.P. Morgan
SS&C Technologies
MassMutual
Equitable
Capital Group
T. Rowe Price
Bank of America
IPX Retirement
PCS Retirement
Congruent Solutions
KlariVis
FPS Trust
Delta Data / BetaNXT
Newport Group
HealthSavings
Accenture
John Hancock
Blankfactor

How We Migrated 700K Participants and $20 Billion in Assets — With Zero Downtime

A leading recordkeeper needed to migrate from FIS OmniPlus to SS&C DST TRAC, and the stakes couldn't have been higher: 600+ individual plans, highly customized configurations, and an absolute zero-day blackout requirement. Our team built custom applications to standardize data between platforms, analyzed over 35,000 custom OmniScripts and TRAC programs, and developed custom test scripts to validate every record. The result: 100% accuracy, zero participant impact, delivered on schedule.

What We Do

Platform Migrations

OMNI to TRAC. Relius to FRP. Proprietary to OMNI. We've done them all — including the largest single-platform retirement migration in recent industry history.

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Legacy Modernization

COBOL isn't dead — it's mission-critical. We modernize what needs modernizing and stabilize what needs to keep running, without betting your operations on a full rewrite.

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Automation & AI

AI-powered payroll reconciliation, automated file processing, RPA for compliance workflows. We build automation that works inside retirement operations, not around them.

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Compliance & Audit Support

100% on-time compliance reporting. Zero audit findings. We design controls and testing regimens that keep regulators satisfied and your operations team sleeping at night.

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Custom Portals & APIs

Participant access portals, plan sponsor dashboards, API integrations with ADP, Workday, and custodial platforms. Modern front-ends connected to battle-tested back-ends.

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Managed Operations

24/7 overnight monitoring. Nightly batch processing. Trading file validation. Daily operations support at a fraction of the cost of building an internal team.

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Convergent has become an extension of our team. Their engineers built and now run our QA automation practice, and their overnight operations team monitors our platform every night so our clients never feel a missed beat. They understand our software at a level few outside firms ever reach.

Eric Litz

CTO, Delta Data

From the Library

White Paper

The Translation Gap

Why Most Retirement Technology Modernization Fails — And What the Winners Do Differently

The future of retirement technology will not be won by the firms with the most tools, the biggest teams, or the loudest AI announcements. It will be won by the firms that can translate domain knowledge into technical execution faster than their competitors.

April 15, 202612 min read
White Paper

Cracking the Retirement Profitability Puzzle

Why Most Recordkeepers Can't Tell You Which Plans Actually Make Money — and What It Takes to Find Out

A Convergent perspective on operational complexity, platform consolidation, and the hidden economics of retirement plan administration. Account balances have no statistical relationship to servicing cost — and that gap is where margin disappears.

January 20, 202618 min read
Case StudyApril 22, 2026
Platform MigrationOMNITRAC

Leading RecordkeeperThe Migration That Set the Standard

700K participants. $20B in assets. 600+ individual plans. Zero-day blackout. The largest single-platform retirement migration in recent industry history.

700K Participants migrated
$20B Assets moved
600+ Individual plans
0 Days of blackout
Read case study
Article

AI Won't Replace Your Retirement Operations Team. But It Will Replace the Parts They Hate.

May 12, 2026·Tej Gandham

Payroll file processing is the biggest time sink in retirement operations. AI-powered reconciliation is finally ready to fix it — but only if it's built for the complexity of retirement data.

Read article

Your platform won't modernize itself. Let's talk.

Book a 30-minute platform assessment with a principal-level consultant. No pitch deck. No junior associate. Just a direct conversation about your systems, your challenges, and what it would actually take to solve them.