Cybersecurity and ERISA Retirement Plans: Risks and Best Practices for Plan Sponsors and Fiduciaries
A live 90-minute CLE video webinar with interactive Q&A
This CLE course will provide guidance to plan fiduciaries, ERISA counsel, and service providers on trends in data breaches of ERISA benefit plans, discuss the current scope of fiduciary obligations and best practices to protect benefit plan data, and review risk mitigation considerations.
Outline
- Trends in data breaches for retirement plans and cybersecurity considerations for plan sponsors and fiduciaries
- Lessons from recent data breaches and litigation
- Updates to cybersecurity best practices
- Incorporating cybersecurity protections into service agreements with TPAs and other service providers
Benefits
The panel will review these and other key issues:
- What lessons can be learned from recent breaches of retirement plan employee information and data?
- What should ERISA plan fiduciaries consider in developing benefit plan cybersecurity best practices?
- How can cybersecurity protections be incorporated into service agreements with service providers and TPAs?
- What specific obligations do plan sponsors and fiduciaries have when responding to an occurrence of a data breach?
Faculty
Mark E. Bokert
Partner, Co-Chair
Davis + Gilbert
Mr. Bokert is co-chair of the firm's Benefits + Compensation Practice Group. His practice encompasses nearly all... | Read More
Mr. Bokert is co-chair of the firm's Benefits + Compensation Practice Group. His practice encompasses nearly all aspects of executive compensation and employee benefits, including matters related to equity plans, deferred compensation plans, phantom equity plans, qualified retirement plans and welfare plans. Mr. Bokert has extensive experience in Section 409A and deferred compensation arrangements. He has extensive experience in counseling plan committees on their fiduciary responsibilities under ERISA.
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Michelle Capezza
Of Counsel
Mintz Levin Cohn Ferris Glovsky and Popeo
Ms. Capezza is an accomplished employee benefits and executive compensation lawyer with more than 25 years of... | Read More
Ms. Capezza is an accomplished employee benefits and executive compensation lawyer with more than 25 years of experience advising clients on ERISA, benefits, and executive compensation matters, including in connection with corporate transactions. She also brings this knowledge and experience to counsel clients that are digitally transforming their business on the use of automation and artificial intelligence in the workplace and the related implications for employee benefits and compensation for their changing workforce. Ms. Capezza is called to represent Fortune 500 companies, multinational corporations, nonprofit entities, medium-sized businesses, and individual executives across a variety of industries, including financial services, health care, life sciences, technology, artificial intelligence, media, telecommunications, hospitality, and retail.
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Robert R. Gower
Director
Trucker Huss
Mr. Gower concentrates his practice in all aspects of tax-qualified retirement plan design, compliance, and... | Read More
Mr. Gower concentrates his practice in all aspects of tax-qualified retirement plan design, compliance, and administration. He routinely works with defined benefit, cash balance, profit sharing, 401(k) and KSOP plans. He has wide-ranging experience in plan drafting and assists plan sponsors in preparing committee charters and bylaws to help govern plan administration. He routinely works with clients to assist with compliance efforts and works with plan sponsors to comply with ERISA’s fiduciary requirements.
CloseEarly Discount (through 09/19/25)
