Elizabeth Deutsch, ERPA, CPC, QPA, MBA
President
IRS Designations: Enrolled Retirement Plan Agent (ERPA)
ASPPA Designations: Certified Pension Consultant (CPC)
Qualified Pension Administrator (QPA)
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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 of many of her original clients who are now living the retirement they envisioned, thanks to 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
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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)
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With over 25 years of pension compliance experience, Anthony is an unapologetic pension nerd. Anthony works each day to stay abreast of the new developments that stem from Congress or the Tax Courts so he can insure our clients always have the advantage. He is always a phone call away should our clients ever need anything.
Annalisa Kincaid, BS Advertising
Director of Marketing and Customer Retention
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Annalisa is a beacon for customer service and keeps our team continuously focused on keeping our clients’ goals at the forefront of all we do.