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Conni Toth

Conni Toth, co-founder and managing consultant for Applied Pension Professionals, LLC, brings more than 25 years of experience in retirement planning to the financial services industry. Conni applies her experience toward assisting fiduciaries with finding solutions for plan design, compliant processes and documentation for retirement plans. Prior to her current role, she was the head of Internal Account Management for Lincoln Financial Group in Fort Wayne, IN. During her 23 years at Lincoln Financial Group, positions held include Regional Vice President of Key Accounts, Second Vice President of New Business and Plan Administration, management and administrative roles in customer service supporting registered and non-registered annuity and mutual fund products. Prior to Lincoln, she spent 8 years in customer service and commercial lending with banks located in Fort Wayne and Indianapolis, IN. Conni holds FINRA series 6, 7, 24, and 26 registrations. Industry memberships and activities include the American Society of Pension and Professional Actuaries (ASPPA) since 1993 maintaining designations as a qualified plan administrator (QPA) and qualified 401(k) plan administrator (QKA); the IRS Great Lakes TE/GE Council; graduate class presenter for the John Marshall School of Law’s Employee Benefits LLM Program; the ASPPA Technical Committee; and Co-authored Thompson Publishing’s “The 403(b) and 457 Handbook”.Attending Indiana University and University of Indianapolis, she focused on her BS of Business Administration while furthering her education at Indiana Wesleyan University in Fort Wayne, IN. Conni is a native of Monrovia, CA relocated to Fort Wayne in 1982. She and her husband, Bob, enjoy life, travel, their children, and their grandchildren.