Rapp Named Top 100 Retirement Plan Advisor Under 40 by National Association of Plan Advisors

The National Association of Plan Advisors (NAPA) announced the 2020 list of Top Retirement Plan Advisors under 40 and BerganKDV Retirement Plan Advisor Josh Rapp is among the 100 advisors named to this national list.

NAPA launched this list in 2014 and it was previously known as Young Guns, but this year it has been rebranded as Aces. These “Aces” are young professionals who are seen as future leaders of the retirement plan industry. Selection for the list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. More than 600 nominations were submitted.

“It is no surprise to me that Josh was selected as one of the top retirement plan advisors from across the country,” said Wealth Management Solutions Leader Matt Cosgriff, CFP®, “Retirement plans are so complex, and the rules are constantly changing. Josh does an outstanding job helping employers navigate this landscape to provide robust plans that align with a company’s goals and objectives as well as ensuring the plan participants have what they need to make the most of their retirement plan benefit.”

Rapp has more than 15 years of experience in the retirement plan industry. He has deep technical background surrounding plan administration, vendor management, sales and working with retirement plan consultants and plan sponsors. Rapp enjoys helping plan sponsors understand the complex world of retirement plans by helping plan sponsors with 401(k) design, fiduciary governance, benchmarking and investment due diligence.

An Iowa native, Rapp graduated from Mt. Mercy University in Cedar Rapids and is a certified plan fiduciary advisor. In his free time, he volunteers for the Woodbury Athletic Association as the softball tournament director and 12U softball coach.



About BerganKDV: BerganKDV is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating a wow experience for our clients.

Powered by people who do business the Midwest way, BerganKDV delivers comprehensive business, financial and technology solutions including business planning and consulting tax, assurance and accounting, technology, wealth management, and turnaround management services.

Investment advisory services and fee-based planning offered through BerganKDV Wealth Management, LLC, an SEC Registered Investment Advisor.


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