Guardians of the Plan: AI and Cyber Frontiers in Plan Administration

This session is from the September 2024 Trustee School. Content may be dated.
 
Session Summary: This session will provide a cutting-edge exploration of how artificial intelligence is transforming pension plan administration. Session participants will discover practical AI strategies coupled with some ethical guidelines, complete with a ready-to-implement Board acceptable use policy for the use of AI in plan administration. The session will bridge the new with the old as we delve into the dual-edged sword of AI's role in both advancing administrative efficiency and escalating cyber threats. Session participants will learn how robust internal controls and age-old wisdom can combat modern challenges, including the perennial issue of payments to deceased plan members. This session provides trustees a path to safeguarding their plan’s future against the evolving landscape of technological threats. 
 
Presenter:
J. Scott Baur
Managing Partner
Resource Centers LLC

Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).
Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.

Cost: Member Registration: $80.00 / Non-Member Registration: $120.00
 

FAQ

In this session, participants will learn to:

  • Identify key AI technologies that can enhance efficiency in pension plan administration and the potential ethical considerations associated with their use.
  • Describe how to implement a board-acceptable use policy for AI that aligns with the ethical guidelines and enhances plan administration.
  • Recognize cyber threats that leverage AI technologies and identify traditional internal controls and procedures to mitigate these risks.
  • Discuss the importance of robust internal controls in preventing fraud and errors, including payments to deceased plan members.
  • Review creative strategies to safeguard pension plans against continually evolving technological threats.
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