Annalisa Levinrad

Annalisa Levinrad brings a deep blend of technical expertise and hands-on experience to her role as a Plan Termination Specialist at EGPS. She began her career in the retirement industry in 2019 as a Document Specialist. Since then, she has held a variety of roles across EGPS, building a strong foundation in plan documents, compliance, and valuation/testing preparation.

Annalisa holds a B.A. from the University of Oregon and maintains the QKA (Qualified 401(k) Administrator) certification, underscoring her commitment to professional excellence in the retirement plan industry.

Based in Portland, Oregon, Annalisa specializes in guiding clients through the complexities of plan terminations with clarity, precision, and a solutions-oriented approach. Outside of work, she enjoys quilting and reading.