With $7.4 trillion in assets, retirement plans are prime targets for cybercriminals. Is your organization adhering to DOL guidelines to safeguard participant data and assets? Find out here: https://hubs.li/Q02D4k0j0
BPM LLP’s Post
More Relevant Posts
-
RFP Easily! Retirement & benefit plans, E&F portfolios more service provider evaluations. Markets include corporate, Taft-Hartley and public plans plus E&F's
This is a good review of our services and value.
🌟 Unlock the Full Potential of Your Retirement Plans with Culpepper RFP🌟 Are you looking to safeguard your organization from hidden risks and ensure compliance with regulatory standards? Culpepper RFP offers comprehensive and detailed RFP evaluations that eliminate blind spots and vulnerabilities across various project categories, including: 🔹 401(k) & 403(b) Plans 🔹 Taft-Hartley 🔹 Pension Plans 🔹 Recordkeepers 🔹 Advisors (3(21) & 3(38)) 🔹 MEP/PEPs 🔹 OCIO Managers 🔹 Custodians 🔹 Health Benefit Brokers 🔹 DOL Cybersecurity Consultants 🔹 Reasonableness of Plan Audit Fee Why Choose Us? ✅ Unbiased Advice with Fee Transparency: We prioritize your needs by offering clear and honest evaluations. ✅ Conflict-Free: Our evaluations are free from potential conflicts of interest, ensuring the best outcome for your organization. ✅ Time-Efficient: Save valuable executive and staff time with our efficient evaluation process. ✅ Superior Value: We deliver exceptional value with our in-depth and meticulous evaluations. Client Benefits ✨ Our clients feel secure in their responsibilities, knowing they are making well-documented and timely decisions. We offer a la carte services tailored to your specific project needs, ensuring you receive the specialized attention your project requires. Let us help you protect your organization and make informed, strategic decisions for your retirement plans. #RetirementPlans #CulpepperRFP #401k #403b #PensionPlans #RFP #RiskManagement #Compliance #FinancialAdvisors #Cybersecurity #EmployeeBenefits
To view or add a comment, sign in
-
🌟 Unlock the Full Potential of Your Retirement Plans with Culpepper RFP🌟 Are you looking to safeguard your organization from hidden risks and ensure compliance with regulatory standards? Culpepper RFP offers comprehensive and detailed RFP evaluations that eliminate blind spots and vulnerabilities across various project categories, including: 🔹 401(k) & 403(b) Plans 🔹 Taft-Hartley 🔹 Pension Plans 🔹 Recordkeepers 🔹 Advisors (3(21) & 3(38)) 🔹 MEP/PEPs 🔹 OCIO Managers 🔹 Custodians 🔹 Health Benefit Brokers 🔹 DOL Cybersecurity Consultants 🔹 Reasonableness of Plan Audit Fee Why Choose Us? ✅ Unbiased Advice with Fee Transparency: We prioritize your needs by offering clear and honest evaluations. ✅ Conflict-Free: Our evaluations are free from potential conflicts of interest, ensuring the best outcome for your organization. ✅ Time-Efficient: Save valuable executive and staff time with our efficient evaluation process. ✅ Superior Value: We deliver exceptional value with our in-depth and meticulous evaluations. Client Benefits ✨ Our clients feel secure in their responsibilities, knowing they are making well-documented and timely decisions. We offer a la carte services tailored to your specific project needs, ensuring you receive the specialized attention your project requires. Let us help you protect your organization and make informed, strategic decisions for your retirement plans. #RetirementPlans #CulpepperRFP #401k #403b #PensionPlans #RFP #RiskManagement #Compliance #FinancialAdvisors #Cybersecurity #EmployeeBenefits
To view or add a comment, sign in
-
Do you have a process to vet and document your retirement plan provider’s cyber-security program. Coming soon to your DOL audit!
US Department of Labor announces new cybersecurity guidance for plan sponsors, plan fiduciaries, record-keepers, plan participants
dol.gov
To view or add a comment, sign in
-
Keys to Guarding Retirement Plan Data Against Human Error: Marsh McLennan Agency's Frank Bitzer, Esq., FACEBC provides insight on the risks that threaten the security of employer-sponsored #retirement plans and their data. https://lnkd.in/eEMiUm4e #marshmma #cybersecurity #plansponsor #fiduciaryrisk #dataprotection #retirementplans
Keys to Guarding Retirement Plan Data Against Human Error | PLANADVISER
planadviser.com
To view or add a comment, sign in
-
Founded and helping to drive our Privacy, Cybersecurity and AI Practice Groups at Jackson Lewis P.C.
#Retirement plan fiduciaries have an #ERISA fiduciary duty to assess the #cybersecurity of plan service providers. Recent #SEC amendments to #Regulation S-P, affecting some of those service providers, may be helpful carrying out those assessments. #401(k) #incidentresponseplan
Why Retirement Plan Sponsors and Fiduciaries Need to Know about the SEC Cybersecurity Amendments
https://www.benefitslawadvisor.com
To view or add a comment, sign in
-
Oliver Topping, Partner at Sackers, discusses what UK pension trustees can learn from cyber disruption on the other side of the world in the latest Pension Funds Online #blog. You can read the full blog here ⬇ https://lnkd.in/eU7q3zpv #pensions #pensionschemes #trustees #cybersecurity
Pension Funds Online
pensionfundsonline.co.uk
To view or add a comment, sign in
-
Cyber can be confusing but PM is here to help offering more than just legal solutions. Talk to your PM representative or contact me for more info #pensions #pensionscybersecurity #pensionslitigation #merrychristmas
UK pension schemes urged to improve cyber security measures
pinsentmasons.com
To view or add a comment, sign in
-
Our COO, Murray Collyer, was recently featured on Smile FM to discuss the new two-pot pension system that has been signed into law. When the two-pot pension legislation becomes effective in September, consumers will be able to access a percentage of their retirement savings. Pension capital is high-value and high-risk, first because it has been accumulated over time and gained interest. For many of those already in retirement, it is money that cannot be earned back. Yet, despite the high value of funds under management, the safety processes required to protect these funds are woefully inadequate. To learn more about the risks of inadequate security in this situation for consumers, click the link below to listen to the interview: https://hubs.li/Q02BRgJh0 #PensionSecurity #IdentityVerification #SmileFM #2PotSystem #CyberSecurity #FinancialSafety #iiDENTIFii #SecureYourFuture
To view or add a comment, sign in
-
January Roundup As we kick off 2024, trustees and administrators in the pensions sector are met with a dynamic landscape of challenges and opportunities. From long-term strategies to immediate priorities, the journey ahead demands strategic foresight and collaboration. Here's a roundup of our top articles from January: 1️⃣ Key Focus Areas for Trustees in 2024: Our Client Director Daniel Taylor explores the essential focus areas for trustees this year, from pensions dashboard readiness to GMP equalisation, cyber security vigilance, and member service focus. Discover how to navigate these demands successfully: https://lnkd.in/e5_6yk5R 2️⃣ The Post Office Horizon Scandal: A Lesson in Leadership: Delve into the lessons business leaders can learn from the Post Office Horizon scandal and its relevance to pensions administration. From technology's role to the importance of front-line insight, there are crucial takeaways for leaders in every sector: https://lnkd.in/eFz2Yd-B 3️⃣ Introduction to Cyber Security for Trustees: Our Risk & Compliance Manager Claire Power introduces pension scheme trustees to the essentials of cyber security. Learn how to assess your administrator's measures, perform basic analysis, understand certifications, seek independent support, and refer to official guidance: https://lnkd.in/eGbsyHuk 4️⃣ Cyber Essentials Plus Recertification: We're proud to announce that Trafalgar House has once again achieved Cyber Essentials Plus certification! This certification affirms our robust cyber defences and commitment to securing sensitive information. Our recertification, along with ISO 27001 certification, underscores our dedication to data security and client trust. #Pensions #PensionScheme #Trustee #PensionFunds #FinancialServices #PensionsUK #FinalSalary #DBPension #DCPension #ProfessionalTrustee #PensionTrustee
To view or add a comment, sign in
-
It is our responsibility! Coaching people about where they want to be, how they want to spend their time, what is meaningful and fulfilling? How will you find purpose once you don't have to work for money? I ask all my soon to be or recently retired clients about the age of their mattress because sleep is a huge part of our health and a significant determinant in our quality of life. I have actually said to a client: "There are more dust mites in that thing than anything else, Why would you deny yourself the finest quality bed money can buy? You can afford it. And if you buy one that you don't like, you can afford to buy another. Just do it." I talk about "enjoying good enough health to enjoy the wealth you have" and encourage talking out loud about and writing down the "bucket list". We should be helping our clients envision the retirement they've saved for, and we can't be afraid to confront the all-too-common happenstance of clients that really have no idea. We are the natural place for them to turn-we gather up great ideas from all of our clients and share them.
The latest issue of NAPA Net The Magazine (NNTM) is live on our site! Check out our cover story "Poorly Prepared: Retirement Planning Beyond Finances." Are advisors responsible for participant outcomes beyond successfully saving for retirement? If so, how? It’s time to consider all that’s necessary for a fulfilling third act and how plan professionals can help. Don't miss our "Consolidated Appropriations Act Special Section: Threats and Opportunities," as well as our "Cybersecurity Audit Survival Kit." And congratulations to our "Standout Stars," the Top Retirement Plan Advisors Under 40—NAPA’S ‘Aces!' Renee Scherzer runs through the critical lessons she's learned as NAPA’s President. Joey Santos-Jones reports on NAPA's partnership with American Bankers Association Foundation on a student financial literacy initiative. Rebecca Hourihan AIF® PPC™ reflects on life and career as she approaches a milestone. Spencer X. Smith shows us how to supercharge our AI prompts. David Levine takes a look at 2024 litigation trends. #401k #retirementplanning American Retirement Association National Association of Plan Advisors Nevin Adams Fred Reish Jason Chepenik Christine Benz Bonnie Treichel Ted Godbout Erika Goodwin PMP CMP Jon Meyer Stephen Wilkes Joe Lazzarotti Frank Palmieri Denise Finney John Schembari Jamie Greenleaf AIF, CBFA, C(k)P Jason Andrade Cory Jorbin, Esq. LINK TO ONLINE EDITION: https://lnkd.in/eS9525qi
To view or add a comment, sign in
49,631 followers