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Fraud What You Need To Know


July 18, 2024
1:00 p.m. ET

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 Have retirement or other tax-favored savings plan assets been withdrawn that weren’t requested by the account owner?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.

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