Biography
Ben Norquist is the
cofounder, president, and CEO of Convergent Retirement Plan Solutions. After
receiving a bachelor’s in 1987 from Concordia College in Moorhead, MN, Ben
started at Universal Pensions, Inc. (UPI), a nationally recognized consulting
and training firm in Minnesota.
Over the next 15 years, he led several highly
successful business units within UPI, including their consulting hotline. While
at UPI, Ben received the certified pension consultant (CPC) designation from
the American Society of Pension Actuaries and played a key role in creating the
industry’s first IRA-specific designation program (the American Bankers
Association’s Certified IRA Services Professional (CISP) program).
Ben and his
wife, Jennifer, subsequently cofounded Convergent Retirement Plan Solutions,
LLC, in 2004. He is a frequent speaker at industry conferences and has been
interviewed by numerous prestigious financial publications.
On
Demand
Compliance + 3 more
ON-DEMAND
Compliance + 3 more
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC