Jeff Gillette, CPFA®, Retirement Consultant
Jeff Gillette is a retirement consultant with Commonwealth’s Retirement Consulting Services team. With the firm since February 2020, he provides technical and strategic business support to advisors working with individual IRAs, employer-sponsored IRA plans, and employer-sponsored qualified plans. Jeff has a BA in political science and history from the University of Pittsburgh. He is a Certified Plan Fiduciary Advisor and holds a Massachusetts Life, Accident, and Health license and FINRA Series 7 and 66 securities registrations.Information about securities-registered professionals may be found at FINRA BROKERCHECK.
DOL Guidance for Retirement Plan Cybersecurity
How can your retirement plan clients protect their assets and participant data from cyber threats? The DOL recommends a three-pronged approach.
Jeff Gillette, CPFA®