Foundations

Cybersecurity Best Practices for Plan Sponsors

This course equips retirement plan sponsors and committee members with essential cybersecurity guidance based on Department of Labor requirements. The course covers current threats like account takeovers and phishing, service provider selection, participant protection strategies, and incident response planning. Students will learn actionable steps to implement a robust cybersecurity program that safeguards retirement plan assets and data.
Level

Intermediate

Format

Video

Duration

~15 minutes

Certificate of Completion

Yes

Quiz

5 questions

Course Lessons

Meet the Course Creator

Josh Itzoe

Josh Itzoe is a prominent figure in the retirement plan advisory industry. As Founder and CEO of FiduciaryWorks, he focuses on developing insights, research, technology, and training to help retirement plan advisors and employers with fiduciary responsibility and workplace retirement matters. Before founding FiduciaryWorks, Itzoe was a Co-Founder and Partner at Greenspring Advisors, one of the country's well-known retirement plan advisory firms. He is also an author of two Amazon best-selling books: "The Fiduciary Formula: 6 Essential Elements to Create the Perfect Corporate Retirement Plan and "Fixing the 401(k): What Fiduciaries Must Know (And Do) To Help Employees Retire Successfully." Additionally, he hosts the Fiduciary U™ Podcast and is a frequent speaker at industry events.