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Cyber Security and Retirement Plans

Compliance Rules Guidelines Regulations Laws

“With so many examples of data hacking in the news, I’m curious about what cybersecurity standards apply for qualified retirement plans?”

ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs and qualified retirement plans. We bring Case of the Week to you to highlight the most relevant topics affecting your business.

Highlights of Discussion

1. Establish a strategy

2. Contracts with service providers

3. Insurance


At this time, no comprehensive cybersecurity protocol for retirement plan administration exists at the federal level. The ERISA Advisory Council has provided suggested materials for plan sponsors, fiduciaries and service providers to utilize when developing a cybersecurity strategy and program.