Fraud - What You Need To Know
Has your organization experienced account owner identity theft? Have retirement or other tax-favored savings plan assets been withdrawn that weren’t requested by the account owner? The DOL has issued guidance on cybersecurity. Is your organization applying the recommended best practices? In this course, we’ll provide an overview of DOL recommendations as well as how your organization can help limit fraud exposure by applying proper compliance procedures and educating account owners.
|Jul 18 2024
Keep up on the latest rules and regulations, or maintain an industry designation by earning continuing education credits.
Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.
We have some of the industry's top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.