CyberWellness for Retirement Plan Sponsors, May 2026

We are excited to have a guest presenter, David Schneier, Director with Fidelity’s Customer Protection Center of Excellence - who also leads the Client Security Insights team - join us for this CyberWellness for Retirement Plan Sponsors webinar. This is a 45-minute webinar.

David Schneier has been with Fidelity since 2013. He is an accomplished IT professional with nearly forty years of experience, the past twenty-eight of which have been focused on Cyber Security. Prior to joining the Customer Protection team, he led a team responsible for assessing cybersecurity programs for Fidelity suppliers and third parties. He possesses the Certified Information Systems Security Professional (CISSP) and Certified Third Party Risk Professional (CTPRP) certifications.

NOTE: If you are a client of ours who also uses Fidelity, your organization has access to a complimentary Cyber Assessment. See the form below if you’d like to complete this.

In this webinar, you will learn about the following:

Cybersecurity Threat Landscape and Emerging Risks

Increasingly dangerous threats target retirement data and assets, with significant growth in cybercrime activities.

  • Criminals profit from accessing employee data and retirement assets.

  • Threats include ransomware, supply chain attacks, zero-day vulnerabilities, and scams.

  • Phishing, smishing, vishing, and compromised credentials are common attack methods.

  • Deep fake and AI-based threats are emerging, with a 1265% increase in phishing emails since ChatGPT launch.

  • Over 24 billion usernames and passwords are available on the dark web, with a 65% increase over two years.

Protecting Accounts and Personal Identity

Key practices to prevent unauthorized access and impersonation.

  • Create unique login credentials and passphrases; avoid common passwords.

  • Use a vault or manager for high-risk accounts.

  • Enable two-factor and multi-factor authentication.

  • Secure mobile devices and services with privacy settings, remote lock, and security apps.

  • Use biometrics where available.

  • Avoid clicking untrusted links; verify website authenticity.

  • Be alert to scams like remote access, romance, and lottery scams.

Securing Devices Against Cyber Threats

Protect devices from malware, hacking, and unauthorized control.

  • Regularly apply security patches and updates.

  • Use personal firewalls and anti-virus software; keep them updated.

  • Use trusted devices for sensitive transactions.

  • Avoid public Wi-Fi without a VPN.

  • Update or patch Internet of Things (IoT) devices; change default settings.

  • Turn off devices when sensitive conversations occur.

Safeguarding Data, Mail, and Online Shopping

Prevent data ransom, theft, and fraud during online activities.

  • Back up data to secure cloud storage.

  • Ensure websites are secure before online shopping.

  • Use trusted payment systems; avoid debit cards online.

  • Shop with reputable vendors.

  • Protect physical mail from theft, especially checks and credit cards.

Monitoring and Managing Credit and Accounts

Detect and respond to suspicious activity and potential identity theft.

  • Regularly monitor credit scores and account activity.

  • Check for suspect transactions, profile, and contact changes.

  • Review alerts and recent credit report updates.

  • Freeze credit if necessary; add or remove security freezes.

  • Retrieve PINs and give creditor access as needed.

Personal Security Checklist and Action Steps

Encouragement to proactively implement cybersecurity measures.

  • Recognize that cyber incidents are routine; act intentionally.

  • Make yourself a difficult target through proper defenses.

  • Partner with trusted firms for account protection.

  • Understand how to protect accounts, devices, and data.