Savvy Retirement Plans develops retirement plan solutions for private companies, sole proprietors, and professional partnerships. Our specialty is the “Owner Optimized” plan design.  “Owner Optimized” provides for the rapid build-up of the Primary Decision Makers’ retirement accounts while at the same time meeting the company’s benefits goals for its employees (even if this goal is to minimize the cost of employee benefits.)

Our dedicated professionals excel at balancing these competing goals.  We use state of the art technology, not to replace our employees’ expertise but to enhance our clients’ retirement plan experience.  Our services are geared to provide convenience, a personal touch, and competitive prices, without sacrificing the option of speaking with a qualified pension professional.

Elizabeth Deutsch, ERPA, CPC, QPA, MBA

President

IRS Designations: Enrolled Retirement Plan Agent (ERPA)

ASPPA Designations: Certified Pension Consultant (CPC)

Qualified Pension Administrator (QPA)

Ms. Deutsch has more than twenty years of experience administering and designing customized, leading edge, and goal driven qualified retirement plans. Since founding Savvy Retirement Plans in 2001, Beth continues to be inspired by the success stories as many of our original clients are now living the retirement they envisioned, because of the savvy retirement plans we designed, and administered.

Lawrence Deutsch, EA, FSPA, MAAA

Consulting Actuary

IRS Designations: Enrolled Actuary (EA)

ASPPA Designations: Fellow American Society of Pension Actuaries;

Member of American Academy of Actuaries

Mr. Deutsch has thirty plus years of experience providing solutions to actuaries and pension consultants faced with complex and challenging retirement plan opportunities.

Anthony Rios, QPA

Vice President – Client Development

ASPPA Designations – Qualified Pension Administrator (QPA)

With over 25 years of pension compliance experience, Anthony is an unapologetic pension nerd.  Anthony works each day to stay abreast of all new developments stemming from Congress through Tax Court, so he can insure our clients always have the advantage.  He is always a phone call away should our clients ever have any questions. ­­­­­­

Annalisa Kincaid, BS Advertising

Director of Marketing and Customer Retention

Annalisa is a beacon for customer service and keeps our team continuously focused on listening to and keeping our clients’ goals at the forefront of all we do.