Navigating Fiduciary Terrain

The intricacies of fiduciary duties of advisors can be difficult to fully assess. From selecting service providers to documenting processes, gain clarity on how to serve retirement plans with participants' best interests in mind. Capital Group will give you the who, what, why, and how of fiduciary duties in clear, straightforward language, supplemented with essential best practices for staying on track and valuable resources for deeper understanding. Join them as they demystify your obligation to retirement plan participants and empower you with actionable insights for effective plan management.

Presenters

Jonathan Young Jonathan Young is the Senior National Accounts Manager at Capital Group American Funds. Jonathan's industry experience includes over 29 years at Capital Group | American Funds as well as time spent at PaineWebber. He holds a bachelor’s degree in Speech Communication and Rhetoric from Old Dominion University, as well as the Qualified Plan Consultant® and Professional Plan Consultant® designations.