Your Platform Is Your Business. We Help You Protect It.
If you're running OMNI, TRAC, or Relius, you already know: the people who built your customizations are retiring. FIS is pushing FRP timelines. Regulatory changes keep stacking up. And every system upgrade feels like defusing a bomb while the clock is running.
We've been inside these platforms. Our consultants have personally written OmniScripts, configured TRAC plan rules, run nightly batch processing, and led migrations that moved hundreds of thousands of participants without a single day of blackout.
What We Solve
- Platform migrations (OMNI ↔ TRAC ↔ Relius ↔ proprietary)
- OMNI and Relius platform stabilization and optimization
- COBOL modernization and legacy code documentation
- FRP readiness assessment and migration planning
- Nightly operations and 24/7 monitoring
- New feature development for regulatory changes (SECURE 2.0)
- Relius-to-FRP transition planning and support
- Platform evaluation and vendor selection support
- Conversion from hosted to in-house Relius environments
- Ongoing Relius support while FRP timeline crystallizes
- Compliance testing and automation
Helping TPAs Consolidate and Modernize
Most TPAs are running a patchwork of applications — separate systems for recordkeeping, compliance testing, payroll processing, and participant communications. Each system has its own data format, its own login, and its own manual workarounds that only two people in the office truly understand. We help TPAs integrate and consolidate these applications and data into a unified operational framework — one that scales without adding headcount.
- Merging multiple recordkeeping systems into a single, standardized platform
- Standardizing processes and data formats across plan types — 401(k), 403(b), defined benefit, and beyond
- Consolidating vendor relationships and eliminating redundant tooling
- Building unified reporting across fragmented data sources so leadership sees the full picture
AI Agents Built for TPA Operations
Manual data entry, multi-app workflows, and repetitive compliance tasks are consuming your operations team. We deploy AI agents purpose-built for retirement operations — tools that understand plan rules, data formats, and compliance requirements from day one. Not generic chatbots. Not proof-of-concept demos. Production-grade automation that runs inside your existing infrastructure.
- Payroll processing agents that reconcile files, flag discrepancies, and resolve exceptions automatically
- Plan onboarding automation that extracts rules from documents and configures recordkeeping systems
- Automated compliance checks that run continuously — not just when the auditor calls
- Intelligent data routing that eliminates multi-app manual interfaces and the errors they create
From the Library
From our practice
Research, case studies, and articles most relevant to the work you do.
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.
The Data Your Retirement Platform Already Has
Why the Retirement Industry Is Sitting on a Mountain of Underused Data — And How to Measure Whether Your Firm Is Leaving Value on the Table
Introducing the Retirement Data Execution Quality (RDEQ) framework — a 500-point assessment across five categories that measures how well a firm actually uses the data it already collects.
Independent Recordkeeper — From Migration to Ongoing Operations
Started with migrating ~150 plans from FIS-hosted Relius to the client's internal system under an aggressive deadline. Six years later, Convergent still provides day-to-day platform support, incident resolution, and system modernization advisory.
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.