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NAFE Amplified Speakers
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NOTE: Due to the health and safety concerns that large gatherings and travel continue to pose, the NIPA Board of Directors has decided to cancel the in-person gathering this August. The 2020NAFE will transform into NAFE Amplified, an expanded version of the NAFE Virtual Conference experience, taking place August 10-12 and 17-18. Web pages will be updated on a rolling basis.


Speakers

 
Phil Allen, ASA, EA, FCA

Actuary, Nova 401(k)

 

Phil Allen is an account manager and actuary with Nova 401(k) Associates. Phil came to Nova in early 2018. He helps clients with plan design and compliance, while specializing medium to large size plans. Prior to joining Nova, Phil spent 20 years at the benefit consulting firms of Willis Towers Watson and Mercer. During that time he was a consulting actuary, account manager and retirement business leader.

Phil is an Associate of the Society of Actuaries (ASA), an Enrolled Actuary (EA), and a Fellow of the Conference of Consulting Actuaries (FCA). He is a member of the Governing Board of the Western Pension and Benefits Council (WP&BC) and also serves on the Denver chapter Board of WP&BC. Previously, he served as president of both the Governing Board and the Phoenix chapter of WP&BC. Phil is a graduate of Baylor University with a Bachelor of Science in Mathematics.
 
Reagan Anderson

Senior Vice President, Government Relations, Capitol Group

 

Reagan Anderson joined Capital Group in 2015. She is senior vice president and head of US Government Affairs, overseeing all engagement with elected officials and regulatory agencies. She is a member of the Global Government Affairs Committee which is the central governance committee for all government relations efforts at Capital Group.  Reagan also serves on the Board of the College Savings Foundation and is the primary relationship manager for both CollegeAmerica and ABLEAmerica. Prior to joining Capital Group, she spent a decade in various roles in the financial services industry and advised a member on the Senate Banking Committee.  Reagan is based in Washington, D.C. 

 

   
 
Mark Blackburn, CPA

Shareholder, LBMC, PC

 

Mark leads LBMC’s Employee Benefit Plan Audit practice and works with all types of plans, including defined contribution (including 403b plans) and defined benefit plans, and ESOPs.  His clients range in size from small privately held businesses to publicly traded companies.  LBMC ranks as one of the largest benefit plan audit firms in the country.

Mark has served as a member of the Executive Committee of the AICPA’s Audit Quality Center and the AICPA’s Employee Benefit Plan Expert Panel.  Mark is also a frequent speaker at the AICPA Employee Benefit Plan Conference and other state and local events.

    
Alison J. Cohen, J.D., CPC

Partner, Ferenczy Benefits Law Center

 

Alison J. Cohen, J.D., CPC, is a Partner with Ferenczy Benefits Law Center in Atlanta, Georgia. Alison advises clients on many issues related to qualified retirement plans, including design, mergers and acquisitions, audits, and operational issues. Alison commonly works with clients that have operational issues and guiding them through the Internal Revenue Service (IRS) and/or Department of Labor (DOL) corrective programs, preparing corrective filings, and preparing and supporting clients through an audit conducted by the IRS and/or DOL.

Alison is a member of the Georgia and California State Bars and holds her designation as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPPA).

 
Kevin Donovan, CPA, EA, FCA, FSPA

Managing Member, Pinnacle Plan Design, LLC

 

Kevin is a shareholder in the accounting firm BeachFleischman PC, where he heads up the firm’s pension subsidiary Pinnacle Plan Design, LLC. Kevin is a CPA and an Enrolled Actuary. He is a founding member of the ASPPA College of Pension Actuaries (ACOPA), has served as ACOPA's Vice President and is currently a member of ACOPA’s leadership Committee. In addition to being a member of NIPA, Kevin is a Fellow of the American Society of Pension Professionals and Actuaries (ASPPA), a Fellow of the Conference of Consulting Actuaries (CCA) as well as a member of the American Institute of Certified Public Accountants (AICPA). Kevin is a frequent author and lecturer on qualified retirement plans. He has spoken at numerous conferences sponsored by ASPPA, NIPA, the AICPA, ACOPA, and the CCA. In 2015, Kevin was the recipient of the ASPPA Educator’s award.”

 
Lorraine Dorsa, CEBS, EA, FCA, MAAA, MSPA

Actuary, Aegis Pension Services, Inc.

 

Lorraine is an Enrolled Actuary and Certified Employee Benefits Specialist, a Fellow of the Conference of Consulting Actuaries and Member of the American Academy of Actuaries and the American Society of Pension Professionals and Actuaries (ASPPA). She has extensive experience providing defined benefit and cash balance plan design, consulting and actuarial support services to DC plan administrators, TPAs and financial institutions.

Lorraine is a principal at Aegis Pension Services and a frequent speaker at employee benefits conferences including those sponsored by ASPPA, AICPA and other professional associations as well as seminars sponsored by financial institutions, plan sponsors and other groups.

 
Ilene H. Ferenczy, Esq., APA, CPC

Managing Partner, Ferenczy Benefits Law Center

 

A nationally known thought leader in the qualified retirement plan arena, Ilene H. Ferenczy, Esq. is the Managing Partner of Ferenczy Benefits Law Center in Atlanta, Georgia. As the author of “Employee Benefits in Mergers and Acquisitions,” in its 17th edition, as well as a co-editor-in-chief of the Journal of Pension Benefits, Ilene is well versed in the practical challenges faced by employers and fiduciaries, third-party administrators, and investment advisors and managers in the retirement plan realm. Ilene is a member of the State Bars of Georgia and California, holds designations as an APA from NIPA and CPC from ASPPA, and has received Educator of the Year Awards from both organizations. She has authored more than 100 articles and five books, and is the author of the Qualified Plans module on ERISApedia.com. Ilene is a past adjunct professor in the College of Law at Georgia State University in Atlanta, Georgia, and is on the Employee Benefits Advisory Board of the John Marshall Law School Center for Tax Law and Employee Benefits in Chicago, Illinois, as well as a former member of ASPPA’s Leadership Council. She is also a Fellow in the American College of Employee Benefits Counsel, the highest honor awarded to ERISA lawyers.

   
 
Sheri Fitts

ShoeFitts

 

Sheri Fitts is an expert in digital leadership and brand influence. She’s helped thousands of leaders and industry influencers break through barriers to shift their message, create more meaningful connections, improve sales performance, and scale their digital leadership.  


With more than 25 years of experience, Sheri Fitts, has twice been named one of the most influential people in the US Defined Contribution industry by 401kwire.com. She has received awards and recognition from the Plan Sponsor Council of America, Pension and Investments, National Association of Government Defined Contribution Administrators, and the International Association of Business Communicators. 


Sheri is known as a “marketing and branding ninja” and “social media guru” and has been invited to speak about marketing, branding and social media at countless financial and industry meetings. She authored many articles, a book, and has been quoted in numerous publications. Sheri is a digital native and innovator.


 

 
Stephen Forbes, J.D., LL.M.

President, Forbes Reitrement Plan Consulting


Stephen is an ERISA attorney and educator with 34 years of experience practicing and teaching in the retirement plan area. Recently, Mr. Forbes received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also has drafted plan, 403(b), 457(b), 409A and IRA documents. Mr. Forbes was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees. 

Brian Furgala

Director of ERISA Services, Wolters Kluwer

 

As the Director of ERISA Services, Brian Furgala manages both the retirement and welfare plan documents available on ftwilliam.com and monitors all legal, regulatory and procedural changes affecting those plans. He also works with the Technical Answer Group (TAG) to provide insight into customers’ complex questions around defined contribution and defined benefit plan questions.  Prior to joining Wolters Kluwer, he was an ERISA attorney as well as worked in the retirement plan administration department of a large financial institution.

 
Evan Giller

Of Counsel, Boutwell Fay

 

Evan Giller has worked as an attorney in the field of employee benefits law and ERISA for over 30 years. He has extensive experience advising employers and plan service providers on a wide range of retirement plan issues, including plan selection and design, plan documents, operational issues, corrections and fiduciary responsibility. He has particular expertise regarding tax-exempt and governmental employers. In addition, Evan’s experience includes advising financial institutions on issues relating to the design and regulation of annuity products, in particular annuities used to fund retirement plans.

 
Lara Hise

Vice President, TPA Services, Transamerica

 

Lara is Vice President of TPA Services with Transamerica. Her goal is to help TPA owners, sales teams and administrators with developing creative ways to increase their firms' visibility and value in the today's competitive marketplace. With more than 20 years of industry experience, Lara has held positions with a number of industry leading organizations. Prior to joining Transamerica in 2014, Lara was the Director of TPA Services at Aspire Financial Services. Lara holds FINRA Series 63, 6 licenses, and is very active in industry organizations including volunteering for the National Institute of Pension Administrators as well as past president of the Florida West Coast Employee Benefits Council.

Lara and her husband Travis live in St Petersburg, FL and co-own St. Pete Ink Company, a screen printing and t-shirt apparel business which focuses on promoting the local culture and other locally owned businesses.
   
 
Craig P. Hoffman

Attorney at Law


Craig P. Hoffman is an attorney in Atlantic Beach, Florida, where his practice focuses exclusively on federal tax and ERISA matters relating to the design, implementation and operation of tax-qualified retirement plans. He has over thirty-five years’ experience working in this area. Craig previously was Counsel to the Trucker Huss law firm in San Francisco, California. Before joining Trucker Huss, Craig served for 10 years as the General Counsel for the American Retirement Association. Prior to that, Craig served for 19 years as the General Counsel for SunGard Relius (now FIS). Mr. Hoffman was an expert speaker at the National Summit on Retirement Savings, served as a charter member of the first IRS Advisory Committee on Tax Exempt and Governmental Entities, was the 2008 recipient of the NIPA’s Lifetime Achievement Award and is a Fellow in the American College of Employee Benefits Counsel. Mr. Hoffman is a frequent speaker at industry meetings and serves on the editorial board of the Journal of Pension Benefits.

 
Darren Holsey, APA, APR, ERPA, QKA, QPA

Owner/Executive Plan Consultant, Premier Retirement Plan Services (Premier RPS)

 

Darren’s primary focus is on automating business processes and creating software that enhances profitability. No stranger to the TPA industry, Darren spent ten years designing, developing, and supporting custom software applications with The Pension Alliance, a third party administrator. He handled the full software life cycle for the firm’s custom practice management applications and understands what PensionPro Workflow™ clients need for seamless office technologies and greater profitability. At PensionPro, Darren oversees operations for PensionPro product development, infrastructure, security, support, and strategic direction.

 
Amanda Iverson, CPA, MBA, PHR, SHRM-CP, APM 

Chief Operating Officer, Pinnacle Plan Design

 

Amanda Iverson is a partner and the firm’s chief operating officer at Pinnacle Plan Design, LLC. She is responsible for managing Pinnacle’s internal operations including accounting, human resources, growth strategy, and efficiency analysis. Amanda speaks nationally and has published several articles in leading industry publications on topics related to firm management. Amanda is a CPA, MBA, and holds two human resource designations (PHR and SHRM-CP).  Prior to her time at Pinnacle, Amanda spent a decade as an C.P.A. Auditor in public accounting.  She was selected as an honoree of Tucson’s 40 under 40 for her professional and community leadership and is on the Leadership Council for ASPPA and the Board of Directors for Greater Tucson Leadership.

   
 
Bill Karbon, MAAA, MSPA, CPC, QPA

Executive Vice President, CBIZ Retirement Plan Services

 

Bill is an Enrolled Actuary and Certified Pension Consultant and holds an economics degree from Rutgers University.  He is a Member of the American Academy of Actuaries, ASPPA and ACOPA.   

Bill, who has over 35 years of experience in the retirement field, is the Penultimate Past President of ACOPA and has also co-chaired the ACOPA and ASPPA Conference Committees and the ASPPA Professional Conduct Committee.  He has been a featured speaker for many professional organizations, authored many professional articles and has been an instructor for advanced consulting classes.  Bill is the recipient of ASPPA’s 2013 Educator’s Award.


   
 
Kevin Kidwell

Vice President, National Tax-Exempt Sales, OneAmerica

 

Kevin is the National Practice Leader for Non-Profit Sales with OneAmerica.  He has worked extensively with nonprofits for over 30 years.

For more than a decade, he has lead distribution strategy for OneAmerica’s Tax Exempt sales team supporting advisors and TPAs in markets which include charitable organizations, church and church related organizations, and healthcare – both governmental and nongovernmental.  His team delivers both technical and practical knowledge, ideas, and solutions to those working with 403(b), 401(a), 457(b) and combinations thereof.

Kevin resides in Indianapolis with his wife Susan.  They have two grown children and a dog, Roscoe.

   
 
Dolores Lawrence, CPA, QKA

Managing Director, Blue Ridge ESOP

 

Dolores Lawrence is a Managing Director of Plan Administration at Blue Ridge ESOP Associates.  She is a CPA, holds the QKA designation from the American Society of Pension Professionals and Actuaries (ASPPA) and has over 25 years of experience in plan design, administration and consulting services for ESOPs and 401(k) plans.  She is a member of NCEO, The ESOP Association and ASPPA.  Dolores frequently speaks and writes on technical topics regarding ESOPs and 401(k) plans.  She also serves as current chair for The ESOP Association’s Advisory Committee on Administration. 

   
 
Norman Levinrad

President, Summit Benefit & Actuarial Services

 

Norman is President of Summit Benefit & Actuarial Services.   He is an EA, a CPC, and an FSPA.   He is a regular speaker at actuarial conferences on plan design and other actuarial issues, and has published many articles on various pension topics.

 

   
 
Andy Lovell, MBA, ERPA, QKA, APR, APA

Vice President, Strategic Partnerships, NBS

 

Andy has worked in the retirement benefits industry for almost 14 years, focusing primarily on ERISA retirement plans during that time. He currently works for National Benefit Services where he is the Vice President over Strategic Partnerships. Andy has a bachelors degree in business management and a masters degree in business administration.  Andy is an active member of both the NIPA and ASPPA organizations maintaining the APA, ARA, QKA, and ERPA designations.  In his free time, Andy enjoys running, cycling, and spending time in the mountains with his two boxers.

 
Kelsey Mayo, J.D.

Lead Partner, Employee Benefits, Poyner Spruill LLP

 

Kelsey Mayo is a partner with Poyner Spruill LLP, a law firm based in North Carolina. Kelsey works with companies and executives to understand and manage employee benefits and executive compensation arrangements. She routinely represents clients before the Internal Revenue Service and Department of Labor and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements.


Kelsey enjoys helping professionals decipher the most complex areas of this field and speaks regularly with industry organizations. Kelsey received her B.S. in Accounting from North Carolina State University, and her J.D. from the Wake Forest School of Law.

   
 
PAUL M. PERRY, FHFMA, CISM, CITP, CPA

Member, Security, Risk and Controls Practice Leader, the  Firm

 

Paul Perry has been with the Firm since 2004 and is a Member and the practice leader of the Security, Risk and Controls Group. Paul and his team focus on cybersecurity, information technology related projects, risk assessments, internal controls, internal audit and control-related projects, including System and Organization Control engagements.

Paul is also the leader of the Firm’s Data Analysis Group, a team of individuals within the Firm who provide data analysis solutions to both internal and external clients. For more than 11 years, he specialized in auditing and assurance services. Paul has extensive experience serving clients in the nonprofit, governmental, financial, insurance and healthcare facilities/hospital industries during this time. Paul has earned the Certified Information Technology Professional (CITP) certification. This credential is awarded to CPAs who possess both information technology and business expertise.

Paul is also a published author, columnist and regular speaker on topics such as data analysis, internal controls and information technology. In the last three years, Paul has performed more than 40 external presentations on a wide variety of technology andbcontrol related topics to corporations and groups including the ASCPA, HFMA, IIA, ISACA and NIPA.

 
Mary Ann Rocco, EA, MSPA

Owner, EA Consulting Actuary

 

Mary Ann started her actuarial consulting firm in 1987 in Huntington Beach, CA. Mary Ann’s firm provides actuarial services exclusively to Third Party Administration firms, with a focus on combination plan designs including Cash Balance Plans. Mary Ann has served on the COPA and ACOPA board of directors and acted as ACOPA President in 2010. Mary Ann is currently a member of ASPPA’s Government Affairs Committee and a frequent speaker at various conferences throughout the country.


 
 
Jason Roberts, J.D., AIFA

Managing Partner, Retirement Law Group

 

Jason C. Roberts, Esq. is the founder and managing partner of Retirement Law Group (RLG), a law firm specializing in ERISA, tax and investment related matters. He is also the founder and chief executive officer of the Pension Resource Institute (PRI), a consulting firm that delivers compliance, training and technology-based solutions to financial institutions and plan fiduciaries serving retirement investors.

Jason currently represents clients in a variety of capacities, including business transactions as well as SEC, FINRA, DOL and IRS compliance and investigative matters. He also provides counsel to employers with respect to the successful development, implementation and ongoing management of their employee benefit plans. Prior to founding PRI and RLG, Jason was a partner and co-chair of the Financial Services Group at a national ERISA law firm and the head of the Investment Fiduciary practice for a prominent securities litigation defense firm.

Jason has been repeatedly recognized as one of the 100 Most Influential in Defined Contribution by the 401(k) Wire and a Rising Star by SuperLawyers Magazine. He was selected by InvestmentNews as one of the Top 40 Advisors and Associated Professionals under 40, and The Wall Street Journal tapped Jason to participate in its Ask the Experts series answering readers’ questions relating to the Department of Labor Fiduciary Regulation. Jason received his B.S.B.A. in Finance & Banking from the University of Missouri and his J.D. from UCLA Law School.

 
David Schultz, J.D., APM

Educator and Product Manager, FIS Relius

 

David Schultz, J.D., APM is an attorney and product manager with FIS Relius in Atlanta, Georgia with more than 20 years of experience in the industry includes service as an ERISA attorney, the managing partner of a TPA and recordkeeper, an investment advisor focused on qualified plans, and a fiduciary consultant.  He is the past Chair for the Administrative Relations Subcommittee and the 401(k) Subcommittee of the American Society for Pension Professionals and Actuaries’ (ASPPA) Government Affairs Committee.  David earned a BS with a major in Finance from the University of Florida, his Juris Doctor from Georgia State University, and is a member of the Georgia Bar Association.

 
 
Sarah Simoneaux 

Founder and President of Simoneaux Consulting Services

Sarah Simoneaux is the founder and president of Simoneaux Consulting Services. SCS specializes in helping financial services firms with strategic planning, recruiting and retaining nextgen employees, communication and presentation skills training and operations’ best practices. When Sarah speaks to financial services groups, she specializes in weaving storytelling into ERISA and management topics. Sarah served as President of ASPPA in 2005-2006. She is the author of the textbook, Retirement Plan Consulting for Financial Professionals, and is the author of the NAPA Certified Plan Fiduciary Advisor (CPFA) online course. Sarah’s personal passion is coaching high school debate, and in her post-retirement career, she envisions starting a debate-centered high school for at-risk young people in New Orleans. Her husband, Peter, is hoping that his command of six languages will entice her to travel overseas.  Her adult children living in NYC hope her travels only occasionally take her to Manhattan.

 
TRISTAN SMITH, A.P.R., CPFA

TPA RMD, John Hancock

 

Tristan has over 30 years of experience in the qualified plan and financial services industry and joined John Hancock in 2014 as a TPA Regional Marketing Director.

She believes it is essential to work with each partner individually to recognize their unique needs and identify the appropriate strategy to drive business, maximize client satisfaction and optimize operational
efficiencies. She also believes it is important collaborate with her clients to offer professional and personal development tools for their staff and internal partners to produce an even stronger work‐life balance. 
Tristan has been in the retirement industry, with a heavy concentration in the Western states, and has worked with Empower, Transamerica and John Hancock to manage retention teams and drive distribution through financial advisors and local compliance specialists. She has also worked as an independent consultant in Southern California. This experience has given her extensive understanding of all aspects of retirement plans from multiple perspectives.

Tristan studied Business and Psychology at San Jose State University, is a board member for the Los Angeles Chapter of N.I.P.A., Chairman of N.I.P.A. Nationals TPA Ambassador Committee, is an Accredited Pension Representative (A.P.R.) and has her NASD 6, 63 & 26.

She volunteers much of her time to community outreach programs such as The Salvation Army, various
women’s shelters, transition living homes and Habitat for Humanity. Her recent passion is writing and
performing stand‐up comedy at local clubs, charity events and senior living homes.

Tristan spends the rest of her free time enjoying life in Southern California with her husband Alan and three rescue dogs where they enjoy hiking, trips to the Central Coast, romps on dog friendly beaches, scuba diving, bike riding (the dogs only participate in three of those activities).

 

 
  
CLAUDIA ST. JOHN, SPHR, SHRM-SCP

President, Affinity HR Group, Inc.

 

Claudia St. John is president of Affinity HR Group, LLC, an HR and management consulting firm that provides human resources compliance, recruiting and organizational development support to small to mid-sized companies nationwide. Affinity is also NIPA’s endorsed HR partner, providing support with recruiting and managing TPA staff.

Claudia is also the author of Transforming Teams – Tips for Improving Collaboration and Building Trust, a “#1 Hot New Release” on Amazon.com. A frequent public speaker who is quoted often in national and industry press, Claudia holds an undergraduate degree in employee benefits and labor relations from The American University and a master’s degree in business and public administration from The George Washington University, and numerous HR and behavioral science certifications.

 
Phil Troyer

Chief Compliance Office, Resources

 

Phil Troyer serves as Resources’ Chief Compliance Officer and is responsible for the firm’s overall compliance with federal and state investment laws. Phil has been a licensed attorney for over 20 years. His prior experience includes serving as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment adviser owner by National Retirement Partners, as well as managing his own national ERISA practice, which have made him a recognized thought leader in the retirement plan industry. In addition, Phil is able to draw upon his past-experience in insurance, litigation, contraction interpretation, and corporate law to assist the firm and its practice leaders with managing the risks associated with their businesses.

 
Stephanie Terry, CPA, QPA, QKA, APA

Partner,Pinnacle Plan Design, LLC

 

Stephanie is a pension professional with over 20 years of industry experience managing the ongoing administration of a variety of qualified retirement plans, with a special emphasis on plan operations, compliance, and reporting.  As a partner at Pinnacle Plan Design LLC, Stephanie helps lead Pinnacle’s administration of both defined benefit and defined contribution plans, primarily in the small plan market.  She earned her Bachelor of Science in Business Administration from the University of Arizona, is Vice Chair on the planning committee for the NIPA Annual Forum & Expo, and is proficient at encouraging desert wildlife to leave her yard.

 
Angela Vadnais, EA, MSPA

Enrolled Actuary, Pension Benefits Unlimited

 

Angie is an Enrolled Actuary at Pension Benefits Unlimited, Inc.  A graduate of Cornell University, Angie double majored in Mathematics and Economics before earning her Master’s Degree in Education.  Angie has over 10 years of experience with pension and actuarial consulting and administration. Angie currently serves on the ACOPA Leadership Council and also volunteers for the ACOPA Membership Committee, and the Conference Committee for ASPPA Annual.  In addition, Angie has previously served on the Society of Actuaries Exam Writing Committee, the ACOPA Retirement Plan Academy Advisory Group, and the LA Advanced Pension and 401(k) Conference Committee.


 
Robert West

Attorney at Law, Director, Haynes Benefits

 

Bob is Director of Haynes Benefits PC, a law firm which practices exclusively in employee benefits and other HR matters. Bob’s focus is on the design and interpretation of 401(k), 403(b), profit sharing, defined benefit and other employee benefit plans. Bob counsels employers and trustees regarding fiduciary responsibilities, plan compliance issues and other ERISA and IRS requirements. Bob has assisted numerous clients with successfully resolving DOL and IRS investigations. He has also prepared numerous submissions under both the IRS and DOL voluntary compliance programs.

   
   
CECILEE YOUNG, QKA, QPA

Vice President, Atlantic Pensions

 

Cecilee began her career at The Vanguard Group in 1998 and over the course of fifteen years worked with numerous large companies, becoming a trusted resource for complex compliance issues.  In 2013 Cecilee made a successful transition to Atlantic Pension Services to head up the compliance and implementation departments. Cecilee is now one of the four partners in the firm.


Cecilee lives in Middletown, DE with her husband of twenty years, Doug and their three children. Cecilee enjoys running, biking, and spending time with family.  

 
  
MAGGIE YOUNIS, APR, APA, ERPA, CPC, TGPC

National Director, Consultant Relations, Lincoln Financial Group

 

Maggie Younis is a National Director of Consultant Relations at Lincoln Financial. She joined Lincoln in 2010 and has over 17 years of industry experience. Prior to joining the Consultant Relations team, she served as a senior consultant for Lincoln’s Retirement Plan Design and Consulting Group where she was responsible for plan sponsor compliance communications and internal training on legislative and regulatory changes.  

Maggie earned a bachelor’s degree in Economics from DePauw University. She has earned the APA and APR designations from NIPA and the CPC, QPA, QKA and TGPC designations from ASPPA. She also holds the ERPA designation from the IRS.  Maggie served on NIPA’s Annual Forum and Expo Conference Planning Committee from 2011 – 2019 and was awarded the Outstanding Volunteer in 2015.  She is also a member of ASPPA’s Retirement Plan Academy Advisory Group, serving as Chair of the webcast committee from 2016-2019.  Maggie was awarded ASPPA’s Educator of the Year in 2018

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