TPA IT & Cybersecurity Insights
Practical guidance on IT, cybersecurity, and compliance for Third-Party Administrators.
All Insights
Vendor Risk
You Are the Third Party: Continuous Monitoring and TPA Vendor Risk
Third parties feature in 48% of breaches. Sponsors are moving past the annual questionnaire—what they will ask for next.
Risk Transfer
Cyber Insurance for TPAs: What Carriers Require in 2026
Carriers stopped taking your word for it. What renewal now tests—and why it mirrors your DOL file.
Enforcement
What EBSA Asks For in a Cybersecurity Investigation
The document checklist investigators use—mapped to DOL’s 12 practices—and the 48-hour readiness standard.
Due Diligence
SOC 2 for TPAs: What Plan Sponsors Actually Accept
SOC 1 vs SOC 2, the facility-vs-firm distinction, and a realistic audit path for smaller firms.
Compliance
How to Answer a Plan Sponsor Cybersecurity Questionnaire
Your biggest client just sent one. Here's what they're asking, why, and how to turn it into a competitive advantage.
Cybersecurity
The Human Factor: Why TPA Breaches Start with People
60% of breaches involve the human element. Your firewall doesn't matter when someone clicks a phishing link.
Fiduciary Duty
Every SSN You Hold Is a Fiduciary Obligation
ERISA doesn't just protect assets. It protects data. The costs of failure are measured in millions.
Industry Expertise
Generic IT vs. TPA-Specialized IT: What Your Firm Is Missing
Every hour your IT provider spends learning your business is an hour you're not serving clients.
Assessment
TPA IT Readiness: A Self-Assessment for Your Firm
Before your next plan sponsor review or DOL inquiry, honestly evaluate where your IT infrastructure stands.
Certification
CEFEX Certification for TPAs: The IT Requirements
What technology and cybersecurity controls the CEFEX certification process evaluates.
Questions About Your TPA's IT Readiness?
Get a complimentary assessment tailored to your firm's specific environment and compliance requirements.
Book Free IT & Cyber Assessment (opens in new tab)