DisclosureLens
UnknownProfessional ServicesProfessional ServicesCustomer Data InvolvedIdentity (basic)LowContained

The Pension Specialist

bd_b7a6fd772df2aaee · schema v1 · pii pii-v1

Severity

Low

Discovered

Feb 24, 2024

Filed

Mar 26, 2025

To disclose

13 months

Affected

Not disclosed

Linked

7 filings

Confidence

65%
Full breach record for The Pension Specialist

The Pension Specialist, a retirement plan compliance administrator, experienced unauthorized access to certain files between February 18 and February 23, 2024. The incident was discovered on February 24, 2024, following a network disruption. Personal information, including names, may have been involved. The company engaged independent cybersecurity experts, conducted a comprehensive review, and implemented enhanced security measures. Complimentary identity monitoring services through Kroll are being offered to affected individuals.

Incident timeline

undetected · 6 days
discovery → filing · 13 months / 396 days

Feb 18, 2024

Begins

Feb 24, 2024

Discovered

Mar 26, 2025

Filed

vs. sector median

+39 wks slower

This filing is one of 7 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (6) · sorted by filing gap

Show 2 more filingsup to 40d gap

Filing propagation · 7 filings · 5 states

View merged incident ↗
Indiana State AGFeb 14 · first
Maine State AGFeb 14 · first
California State AGFeb 14 · first
California State AG+40d · this page

Pattern: first filing Feb 14 (IN), last Mar 26 (CA) — a 40-day rolling notification. Rolling spreads often mean counsel is filing as thresholds trip per state. Why this link?

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.