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  • Summit Retirement Partners

Plan Sponsor Guide: Cybersecurity Checklist


women with ipad researching cybersecurity

It is more important than ever to prioritize the security of your company's 401(k) plan. The Department of Labor (DOL) has recognized this urgency and has issued recommendations to help employers safeguard their plans.


For plan fiduciaries, there are many ways you can apply these best practices to effectively manage your company's retirement plan. Read the checklist below and for more detailed information, refer to the full 'Cybersecurity Program Best Practices - EBSA' document here.


By implementing these guidelines and incorporating cybersecurity best practices, you can significantly mitigate the risk of cyber threats such as data breaches, fraud, and theft.



At Summit Retirement Partners, you and your plan participants come first. We tailor all our services to suit each client, because no two retirement plans are alike. We are passionate about providing solutions that:


  • Boost participant outcomes and retirement readiness.

  • Help sponsors manage their fiduciary duties.


Our goal is to meet or exceed our clients’ expectations and we are focused on delivering the highest level of client service through a seamless process.



Summit Retirement Partners, LLC

209 West Chatham Street

Apex, NC 27502

 

Ryan Verdery, AIF®

(919) 674-0595

 

Meredith Barbour, QKA, PPC®

(984) 229-1031

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.

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