Foundations

Cybersecurity Best Practices for Retirement Plan Participants 

This course provides essential cybersecurity training for retirement plan participants, focusing on protecting 401(k) and 403(b) accounts. Participants will learn about current threats like phishing and account takeovers, understand the importance of strong passwords and multi-factor authentication, and discover steps to take if they suspect their account has been compromised. The training emphasizes proactive security measures and ongoing maintenance to safeguard retirement savings.
*This course is included for committee members but must be licensed separately to provide to participants.  Use this form to request custom pricing.
Level

Beginner

Format

Video

Duration

~13 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.