PSNC 2020: Retirement Plan Cybersecurity + Closing Remarks

Bart McDonough is CEO and Founder of Agio, a hybrid managed IT and cybersecurity services provider specializing in servicing financial services. Bringing more than 20 years of experience in business development, IT and cybersecurity management in the alternative investment industry, specifically, Bart’s core strengths are assessing, defining, advocating, and driving the adoption of risk management strategies, controls, and models. His driving focus remains to enable organizations to advance technology and cybersecurity resiliency while successfully complying with evolving regulatory requirements, and behavioral transformations.  Bart currently sits on the board of two cybersecurity firms, TwoSense.AI and Magnus Cloud, and launched his debut book, Cyber Smart: Five Habits to Protect Your Family, Money, and Identity from Cyber Criminals, in early 2019. Prior to founding Agio, he held positions at SAC Capital Advisors, Bluestone Capital Partners, OptiMark Technologies, Sanford Bernstein and American Express. Bart attended the University of Oklahoma and received his undergraduate degree from the University of Connecticut

Brett is the President of Work Plan Retire since 2001 and co-founder of Hero7 in 2018, a technology company that created a process management system for DC, DB and Non-Qualified retirement plans that allows Plan fiduciaries to ensure their service providers are executing properly on all Plan service agreements.

He has advised an employer clientele in excess of $1 billion in retirement plan assets and currently servicing over 50 retirement plan clients for Work Plan Retire. Brett has sat on the National Advisory Boards of several top 401(k) Providers such as Prudential, ING, Fidelity, Alliance Bernstein, Fisher Investments and Transamerica.

His undergraduate studies were at UCLA and UC-Santa Barbara, culminating with a BA in English from UC-Santa Barbara.