Convergent IT Operations & Monitoring Services

Convergent offers 24/7 IT operations support & monitoring for Retirement Recordkeeping Services. We understand Retirement Processing, its numerous interfaces and batch processes and their interdependencies.  We also understand that each firm is unique and their technology process customized to their retirement products and clientele.  Our operators and admins have decades of experience in the retirement industry.  With your processes under our watch, you can focus on your business during the day and sleep better at night.

Why use our Retirement IT Operation & Monitoring Services?

• Reliable, 24/7, Monitoring from people who understand and have been in recordkeeping industry.


• All of our operators, admins and engineers are our employees and we do not offshore or outsource any of the work.


• Increase your ability to scale as you add more plans, participants and new products to your recordkeeping portfolio.  


• Our team is trained to look for patterns to anticipate an issue and mitigate downstream impacts instead of just checking off a spreadsheet item and waking someone up.


• We understand the financial risks, reputational risk and regulatory risks retirement shops face when a trading deadline is missed or a 22-C request is not carried out or a missed payroll file.

What Makes Our Team Different?

As a Monitoring & Operations Service,  our team understands that the job is not just checking a scheduler status and marking it off in a spreadsheet or to follow a set of instructions blindly without paying attention or consideration to other events such as quarter end or year end processing, dividend processing, a new software release or any custom processing that could impact normal schedule of events.  We realize the value of a well prepared and diligent team is not just for things to go smoothly but to make the right decisions when things go bad such as a rejected trade file or a delay in nightly processing or a DR event.    Having our team partner with your team will help reduce your risks and speed up return to normalcy in case of an unforseen event or outage.


Our Team has end to end expertise when it comes to system, application and processes that run retirement recordkeeping business.  No matter how unique or customized your platform is our team will have the expertise to understand, manage and monitor the day to day mission critical processes.


Our team’s experience, broken down by Process, Systems and Platform, are shown below (not limited to).  All of our team members in the Operations and Monitoring team have in depth knowledge and background in the items  listed.  You will be able to leverage the full breadth of these expertise for the cost of one or two resources.

How Convergent Operations & Monitoring Team Can Help You?

To successfully accomplish a proactive setup of a specifc process, every aspect of its digital operations must be considered.  The first thing to recognize is that no two environments are exactly alike.  We specialize in the monitoring of systems by leveraging our experience and adapting to the customization that occurs within different environments.  It does not matter if your record keeping system is OmniPlus,  TRAC2000, SRT or some other system the daily life cycle of operations must run smooth.  Below are services that we perform related to daily tasks to keep client operations running smooth