2024 Fiduciary Training Series, Part 4: Avoiding Scams (Webinar Recording)
Social engineering attacks—such as phishing and romance scams—are now more common than ever. These scams put retirement plan participants at risk of losing their entire account balance. How can plan sponsors help participants protect themselves from scammers and other malicious actors? Watch our webinar recording to learn about common scams and what sponsors can do about them.
Topics covered include:
- common attacks we’re seeing in the market today;
- key practices for raising fraud awareness;
- tips for ongoing participant education; and
- trustworthy resources to stay attuned to evolving scams.
This webinar recording is moderated by Lisa Keith, CAPTRUST senior manager of plan consulting, with a panel discussion by:
- Jon P. Atchison, CAPTRUST senior team lead of information security and network
- Dan DiGiacomo, CAPTRUST principal and financial advisor
- Cynthia Boyle Lande, JD, BrownWinick member attorney
To download a copy of the transcript click here.
Additional Resources
The Importance of Fiduciary Training
2024 Fiduciary Training Series, Part 1: Roles and Responsibilities
2024 Fiduciary Training Series, Part 2: Plan Governance
2024 Fiduciary Training, Part 3: Risk Management