Every retirement plan requires making some key assumptions. One of those important assumptions is the rate of return you are going to get on your investment portfolio. Other key questions in planning an effective retirement require asking yourself several key questions:

  1. When do you plan to retire?
  2. How much do you plan to spend in retirement?
  3. How long do you plan to be retired?

Your answers to these three critical questions help determine the comfort level of your retirement years. The Converge Retirement Plan offers very competitive rates of return on money invested in the Defined Contribution Plan. To see historical rates of return for our Defined Contribution Plan visit our home page and view the rates in the bottom right hand corner.

This past year, Converge Retirement Plan had a stellar year of growth with 116 new participants and an outstanding investment return rate of over 15%. Please consider taking 5-minutes to read the 2017 Plan Administrators report.

Please call our office at (877) 482-6882 for assistance in answering any questions you may have. 

Thank you for signing up to learn more about the Retirement Plan!