2024 Fiduciary Training Series, Part 4: Avoiding Scams

CAPTRUST Financial Advisors

This is part four in our quarterly series of live, online fiduciary training sessions. The final 2024 installment will focus on helping participants avoid scams, scammers, and fraud.

Social engineering attacks—such as phishing and romance scams—are now more common than ever. These scams put retirement plan participants at risk of losing their entire account balance. How can plan sponsors help participants protect themselves from scammers and other malicious actors? Join CAPTRUST as we discuss common scams and what sponsors can do about them.

Topics covered include:

• common attacks we’re seeing in the market today;
• key practices for raising fraud awareness;
• tips for ongoing participant education; and
• trustworthy resources to stay attuned to evolving scams.

This webinar will be moderated by Lisa Keith, CAPTRUST senior manager of plan consulting, with a panel discussion by:

• Jon P. Atchison, CAPTRUST senior team lead of information security and network
• Dan DiGiacomo, CAPTRUST principal and financial advisor
• Cynthia Boyle Lande, JD, BrownWinick member attorney

More Information, How to Register