Josh Rapp, CPFA

Retirement Plan Advisor

Josh Rapp, CPFA
“What I like the most is the diversity of industries we work with and the diversity of the committees we see. This perspective helps guide us in unique situations and helps us answer the tough questions.”
// CONTACT: 952.563.6868

Josh 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. Josh 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. 

Josh was among the 100 advisors across the nation named to the National Association of Plan Advisors 2020 list of Top Retirement Plan Advisors under 40. The list, known as the “Aces”, is comprised of young professionals who are seen as future leaders in the retirement plan industry.

An Iowa native, Josh graduated from Mt. Mercy University in Cedar Rapids. In his free time, Josh volunteers for the Woodbury Athletic Association as the softball tournament director and 12U softball coach. 


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