Firm Puts Out Web Site for Near Retireds

January 14, 2009 ( - Convergent Retirement Plan Solutions, LLC has launched "Learning to Retire," an interactive, online learning application designed to help educate near-retirees about the upcoming transition.

The company said in an announcement that the new offering was designed to reduce the confusion and stress often associated with planning for the transition into retirement: confusion and stress that so often cause individuals to avoid planning altogether.  

According to the announcement, “Learning to Retire” incorporates a retirement readiness quiz with user feedback and a resource portal with links to various federal and nonprofit Web destinations near-retirees may visit for further information.

The product can be branded and customized to reflect each provider’s unique value proposition, and includes education on a wide range of retirement transition topics, both financial and nonfinancial.

“We wanted to create something completely new, something accessible and fun that would help near-retirees gain confidence, a sense of control over their destinies, and something that would prompt action,” said Loni Porta, Convergent’s director of education, in the announcement.