Advisers’ Leading Role in Cybersecurity
It is important to ask what cybersecurity means to retirement plan service providers and fiduciary advisers—and what steps they can take to ensure the safety of participant assets and data.
AICPA Offers Best Practices for Benefits Record Retention
The American Institute of Certified Public Accountants issued a plan advisory that reminds plan sponsors of ERISA record retention rules and also offers best practices for protecting personal information.
Milliman Launches Account Lock Feature
The solution allows participants to “lock down” their accounts to prevent any distributions or loans from being initiated.
Cybersecurity Is RIAs’ Biggest Compliance Concern
This is the fifth year in a row they have identified cybersecurity as their No. 1 concern.