The Governing Board of

WP&BC presents

ONLINE WEBINAR: 

 Cybersecurity for Retirement Plans: What Sponsors and Vendors Should Know About the Recent DOL Guidance 

Wednesday, September 29, 2021 

11:30 AM to 12:50 PM PDT 

The Presentation

This presentation will address the background of how theft occurs in retirement plans and the backdrop that created for the Department of Labor’s recent guidance on cybersecurity standards for those plans.  The guidance will then be examined in more detail, with practical tips on how both sponsors and vendors can work to meet those best practices. . 

Learning objectives:

• Understand how theft occurs from a retirement plan
• Identify best practices established by Department of Labor
• Learn how these might be implemented in practice

Our Speaker

Kelsey Mayo, Poyner Spruill LLP 

Kelsey Mayo’s practice is focused in the areas of Employee Benefits and Executive Compensation. She works with business owners and HR executives to understand and manage employee benefits and executive compensation arrangements. She routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements. She is recognized by Chambers USA as a leading lawyer for Business (Employee Benefits & Executive Compensation).

Kelsey enjoys helping professionals decipher the most complex areas of this field and speaks regularly with industry organizations, including the American Society of Pension Professionals and Actuaries and CPA organizations. Kelsey was a long-time volunteer on both ASPPA and ACOPA’s Government Affairs Committees and now serves as the American Retirement Association’s Director of Regulatory Policy.

Kelsey also brings her background in accounting as well as her study for the actuarial exams to bear for the benefit of her clients. She is uniquely positioned to understand how benefits integrate with a company’s financial concerns and to assist owners and executives in managing these benefit programs.

Continuing Education:

• 2 CE for AIF (pending)
• 2 CE for CEBS
• 2 CE for CFP (pending)
• 2 CECs for ERPA 
  
• 2 CECs for JBEA
• 2 CPEs for ASPPA certifications
  
• 2 CECs for NIPA certifications
  
• 2 hours for California CPAs 
  
• 1.5 hours of California MCLE
• 2 CECs for CRPS 

Pricing:

• Early Bird (through September 24): $65 for members, $90 for non-members 
  
• Regular: $90 for members, $115 for non-members 

A Special Thank You to Our Sponsors: