OUR FIRM
About Rimkus, Marciano & Associates
An independent third-party administrator focused exclusively on retirement plan design, administration, and compliance — serving plan sponsors and financial professionals for decades.
OUR STORY
Built on Technical Excellence and Personalized Service
Founded on a commitment to technical excellence and personalized service, Rimkus, Marciano & Associates, Inc. has been serving plan sponsors and financial professionals for decades. Our firm specializes exclusively in retirement plan design, administration, and compliance, allowing us to provide focused expertise in an increasingly complex regulatory environment.
As an independent third-party administrator, we work alongside investment advisors, recordkeepers, and custodians to ensure retirement plans remain compliant, efficient, and aligned with our clients' goals. We take pride in building long-term relationships and providing responsive support to every client we serve.
Specialized expertise in an increasingly complex regulatory environment — focused exclusively on qualified retirement plans.
1984
Year founded
40+
Years of service
23
Team members
100%
Independent TPA
PROFESSIONAL CREDENTIALS
Credentialed Across the Industry's Most Recognized Designations
Our team holds the leading certifications in retirement plan administration and benefits consulting.
QKA
Qualified 401(k) Administrator
ASPPA's foundational credential for retirement plan administrators.
QPA
Qualified Pension Administrator
Advanced ASPPA credential covering plan design and compliance.
EA
Enrolled Actuary
Federal designation for actuarial work on pension plans.
MBA
Master of Business Administration
Advanced degree in business and finance.
ASPPA
ASPPA Membership
American Society of Pension Professionals & Actuaries.
OUR TEAM
Meet the People Behind Your Plan
Our credentialed professionals bring decades of combined experience in retirement plan administration, compliance, and consulting.
01
Leadership
Alan Marciano
President
Eric Rimkus
QKA
Vice President
Phyllis Rimkus
MBA
President Emeritus
Jenessa Wheeler
QKA
Operations Manager,
Senior Pension Consultant
02
Senior Pension Consultants & Administrators
Thomas Bates
Senior Pension Consultant
Anne Cherney
Senior Pension Consultant
Caitlyn Croft
Senior Pension Administrator
Andrew Eckelberger
QKA
Senior Pension Consultant
Lisa Ferranti
QKA
Senior Pension Consultant
Frank Gutta
QKA
Senior Pension Consultant, Trust
Accounting & Data Import Coordinator
Lulu Ibrahim
QKA
Senior Pension Administrator
Erin Kagoro
Senior Pension Consultant
Rose McCarty
Senior Pension Consultant
Kathryn St. Amour
Senior Pension Consultant
03
Pension Consultants & Administrators
Laura Bacon
MBA + EA + QKA
Pension Administrator
Kanae Swanson
QPA + QKA
Pension Consultant
Janelle Wang
Pension Administrator
04
Trust Accounting & Daily Processing
Carrie Bennett
Trust Accountant
Jason Rizzo
Daily Transaction Processing Coordinator
Jennifer Tetzlaff
Daily Transaction Processor
Scott Thompson
Trust Accountant
05
Office Management
MaryAnn Hickey
Office Manager
Nicole Morrill
Bookkeeper
OUR APPROACH
What Sets Us Apart
GET IN TOUCH
Let's Start a Conversation
Whether you're establishing a new retirement plan, switching administrators, or just have questions, our team is ready to help.