Maggie Younis

Maggie serves as Vice President, Head of Consultant Relations for Lincoln Financial. She joined Lincoln in 2010 and has over 20 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 was the primary consultant on request for proposal and sales finalist meetings. Maggie holds a bachelor’s degree in economics from DePauw University.  She has earned the Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA) and Tax-Exempt & Governmental Plan Consultant (TGPC) designations from the American Society of Pension Professionals & Actuaries (ASPPA) and the Accredited Pension Administrator (APA) and Accredited Pension Representative (APR) designations from the National Institute of Pension Administrators (NIPA).  She also earned the Enrolled Retirement Plan Agent (ERPA) designation from the IRS and is FINRA Series 6 and 63 licensed.  Maggie served on NIPA’s Annual Forum and Expo Conference Planning Committee from 2011 – 2019 and was awarded the Outstanding Volunteer in 2015.  Through her work with ASPPA’s Retirement Plan Academy Advisory Group, Maggie was awarded ASPPA’s Educator of the Year in 2018.