Building for the US Retirement Market? We'll Get You There Faster.
The US retirement market has rules, plan types, compliance requirements, and operational expectations that don't exist anywhere else. Whether you're a UK-based platform entering the US market, a fintech building a new recordkeeping system, or a data analytics company serving retirement clients — you need practitioners who know the domain inside out.
We've helped companies build recordkeeping platforms from scratch, enter the US 401(k) market for the first time, and develop custom tools for retirement-specific workflows.
What We Solve
- US market entry strategy and product roadmap development
- Core recordkeeping platform validation and gap analysis
- Platform capability assessment across 401(k), 403(b), IRA, and defined benefit
- Acquisition due diligence for retirement technology targets
- QA automation for retirement-specific data workflows
- Custom tool development (analytics, automation, compliance)
From the Library
From our practice
Research, case studies, and articles most relevant to the work you do.
Unlocking Participant Intelligence
Why the Next Generation of Retirement Savers Demands a New Playbook — And What It Means for Every Recordkeeper, TPA, and Plan Sponsor in America
The retirement industry was built for the Baby Boomers. The workforce it now serves is fundamentally different — and the gap between what the industry offers and what the next generation expects is growing wider every quarter.
International Retirement Technology Firm — From Zero to US Market Entry
An international retirement technology company needed to enter the US market from scratch — understanding 401(k) plan types, US Tax Code requirements, and building a product roadmap that could compete. Convergent guided the entire journey across 8 phases and 3 years.
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.