Fractional CISO: High-Stakes Security for Your Fiduciary Future
As a plan sponsor, you are legally responsible for the “prudent mitigation” of cybersecurity risks. But in a world of complex cloud systems, AI-driven fraud, and aggressive DOL audits, most fiduciaries feel they are flying blind.
You don’t need a part-time IT manager; you need a Fractional Fiduciary Security Officer who understands the “movement of money” and the specific regulatory landscape of ERISA.
Why a Fractional CISO?
Most mid-sized plans cannot justify the $250k+ salary of a full-time Chief Information Security Officer. However, the Department of Labor now explicitly expects plans to have a program managed by “qualified personnel” at the senior executive level.
I provide the strategic leadership, vision, and operational oversight of a top-tier CISO for a fraction of the cost, ensuring your plan meets the “Prudent Person” standard.
From Quadrillions to Retirement Participants
My career has been defined by securing the most critical financial infrastructure on the planet:
Global Scale: I have defined security strategies for organizations managing over $1 quadrillion in assets.
Financial Expertise: I served as a Cyber & IT Risk Manager for Euroclear Bank, overseeing risk management for critical financial applications.
Audit Mastery: I am a Certified ISO 27001 Senior Lead Auditor and CISA, meaning I don’t just “do” security—I know exactly how to prove it to federal examiners.
I am also the author of The Ransomware Handbook and Profit-Driven Cybersecurity. My mission is to take this high-level experience and put it to work for the “golden years” of everyday people.
What I Deliver for Your Plan
My fractional engagement is a methodical, step-by-step process designed to eliminate chaos and establish technical sovereignty:
DOL Audit Readiness: I build the “Evidence Vault” requested by EBSA, ensuring you have the documented policies, incident response plans, and risk assessments required during a DOL exam.
Service Provider Oversight: I vet your recordkeepers and TPAs, reviewing their SOC reports and negotiating for stronger contractual security protections to shield you from vendor-related liability.
Secure SDLC & AI Governance: I help you navigate the “Black Box” of vendor AI and ensure that any internal systems follow a Secure System Development Life Cycle, making your operations more efficient and less prone to fraud.
Fiduciary Training: I provide board-level reporting and annual cybersecurity awareness training tailored specifically to PHI, PII, and plan asset protection.
Is Your Plan “Prudent” or Just “Lucky”?
In today’s environment, “hope” is not a security strategy. Whether you are facing a looming audit or simply want to ensure your participants’ savings are safe from the next generation of AI-driven threats, let’s have a conversation.
Ready to harden your plan’s defense?
Book Your Free 30-Minute Intro Call
I only take on a limited number of fractional engagements to ensure every plan receives the high-stakes attention it deserves.