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Learning

SECURE Act

SECURE 2.0 Tax Credits

Understanding the SECURE 2.0 Act

New Roth Catch-up Contribution Requirement

Support Topics on our Knowledge Base

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A Plan to Fit You

Retirement Plan Administration

Plan Design and Consulting

401(k)/403(b) Plans

Solo 401(k) Plans

Optimizing for Owners

Cash Balance Plans

Nonqualified Deferred Compensation Plans

New Comparability (Cross-Tested)

More Ways to Optimize Contributions

Your Plan Experience

RPGFocus Recordkeeping System

Payroll Integration

TPA Services for Plans with SDBA

TPA Services with Any Recordkeeper

Annual Valuation

Specialized Services

3(16) Fiduciary Services

IRS/DOL Plan Audits

Document Maintenance

Resources

Client Resources

Secure File Upload

Upload Your Census Information

Forms

5500 Electronic Filing (EFAST2)

Fidelity Bonds

Plan Sponsor Video Series

Calculators

Remote Screen Connection for Support

Industry Resources

Financial Wellness Support for Your Employees

401(k) Glossary

Resources by Role

Financial Advisors

Plan Sponsors

Plan Participants

News

Annual Plan Limits Chart

Compliance Deadlines

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Leadership

Alvin Rapp
Alvin H. Rapp
Founding Partner, Retired

Read Alvin’s Story

Evan Rapp
Evan M. Rapp ERPA, QPA, QKA
Managing Partner

Email Evan

(212) 947-4800 x 214

Bio

Ben Rapp
Ben Rapp
Strategic Development Manager

Email Ben

(212) 947-4800 x 212

Bio

Avi Blazer
Avi Blazer
Director of Administration

Email Avi

(212) 947-4800 x 219

Peter Laddomada
Peter Laddomada EA, MSEA, QPA
Director of Compliance

Email Peter

(212) 947-4800 x 237

Veronica Litvinski
Veronica Litvinski QKA
Director of Project Management

Email Veronica

(212) 947-4800 x 216

Andrew Najjar
Andrew Najjar
Director of Operations

Email Andrew

(212) 947-4800 x 218

Gila Rapp
Gila Rapp
Director of Finance

Email Gila

(212) 947-4800 x 217

Our Team

Robyn Blatt
Robyn Blatt
Senior Support Manager

Email Robyn

(212) 947-4800 x 401

Peter Morseon
Peter Morseon QKA
Senior Compliance Manager

Email Peter

(212) 947-4800 x 203

Sharon Zambonino
Sharon Zambonino  
Senior Distribution Manager

Email Sharon

(212) 947-4800 x 401

Alexandru Brinzilla
Alexandru Brinzila
Conversions Manager

Email Alexandru

(212) 947-4800 x 205

John Osicki
John Osicki
Support Assistant Manager

Email John

(212) 947-4800 x 401

Lucas Allen
Lucas Allen  
Compliance Specialist

Email Lucas

(212) 947-4800 x 203

Bernardo Balte
Bernardo Balte  
Conversions Associate

Email Bernardo

(212) 947-4800 x 233

Bill Brennan
Bill Brennan
Support Assistant Manager

Email Bill

(212) 947-4800 x 401

Kevin Brown
Kevin Brown
Support Specialist

Email Kevin

(212) 947-4800 x 401

Christina Corsello
Christina Corsello  
Compliance Specialist

Email Christina

(212) 947-4800 x 203

Katrina Cristie
Katrina Cristie  
Compliance Associate

Email Katrina

(212) 947-4800 x 203

Angelina Fernandez
Angelina Fernandez
Support Assistant Manager

Email Angelina

(212) 947-4800 x 401

Brooke Howard
Brooke Howard
Support Associate

Email Brooke

(212) 947-4800 x 401

Brendan McManus
Brendan McManus  
Compliance Assistant Manager

Email Brendan

(212) 947-4800 x 203

Eena Talens
Eena Talens
Sales and Marketing Associate

Email Eena

(212) 947-4800 x 225

Rodel Tirados
Rodel Tirados
Conversions Specialist

Email Rodel

(212) 947-4800 x 205

Mykola Vasyl’yev
Mykola Vasyl’yev  
Support Associate

Email Mykola

(212) 947-4800 x 401