Curt_Young

Mr. Curt Thomas Young

Partner, Retirement Solutions, Aon

BACKGROUND Curt Young is a Partner in Aon's Retirement Solutions business located in Aon's Charlotte office. His primary responsibilities include providing retirement consulting for our clients, focusing on Defined Contribution plans as well as leading the Operations and Compliance function for the Aon PEP. Curt is a member of the Fiduciary Committee for Aon's Pooled Employer Plan and works closely with our partners in Voya Financial and Grant Thornton in providing our services through the Aon PEP. These services constitute operational and strategic delivery to our clients including incorporating legislative and regulatory changes. In this role he helps to ensure all fiduciary obligations are fulfilled to the highest quality standard. He partners with the other leaders of the Aon PEP as well as our Client Service Managers to resolve items related to plan design, implementation, ongoing operations and strategic delivery. EXPERIENCE Curt began his career in 1995 as a Defined Contribution administrator. He has specialized in serving the mega client market and worked closely with several of the Fortune 100 firms. Over his twenty-five plus years, Curt has helped clients navigate complex retirement issues, focusing on Defined Contribution plans including mergers & acquisitions, historical compliance issues, and strategic plan design. EXPERTISE He has consulted those firms in all matters pertaining to their qualified and non-qualified Defined Contribution plans, both operationally as well as strategically. With a Master in Financial Planning, decades of experience working with recordkeepers and clients, he can help provide solutions from implementation through ongoing delivery in all areas of service. EDUCATION Curt attended Georgia Tech, obtaining his Bachelor of Science in Management with a certificate in Finance. He has a Master in Family and Consumer Sciences from Iowa State, part of their Certified Financial Planning program. Curt served as a member of Defined Contribution Institutional Investment Association (DCIIA) recordkeeping and trust committee and holds his Six Sigma Green Belt certification. He has served as a speaker at conferences across various Defined Contribution topics.

Appearances

  • Thumbnail for MEPS, PEPS, and MEWA
    Identification
    EBP2246
    Date
    May 11, 2022
    This session will consist of an overview of MEP, PEPs and MEWAs from the lens of Multiple Employer Plan service providers. We will discuss changes in the Multiple Employer Plan environment and common obstacles faced by service providers while building out PEP plans on their respective platforms…

    Moderator

    Speaker Image for Travis Jack
    Travis Jack, CPA, QKA
    Managing Member, Metz & Associates, PLLC

    Speakers

    Speaker Image for Bobbi Perkins
    Director - Product Strategy, Retirement & Income Solutions, Principal Financial Group
    Speaker Image for Curt Young
    Partner, Retirement Solutions, Aon
    Speaker Image for Eric Dahm
    Director, Testing & Reporting Services, Fidelity Investments
    $49
    Standard Price

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