[Senate Hearing 118-798]
[From the U.S. Government Publishing Office]



                                                        S. Hrg. 118-798

                PROTECTING AMERICANS' MONEY: COMBATTING 
                  SCAMS AND FRAUDS AGAINST SENIORS AND 
                  SAVERS

=======================================================================



                                HEARING

                               before the

                              COMMITTEE ON
                   BANKING,HOUSING,AND URBAN AFFAIRS
                          UNITED STATES SENATE

                    ONE HUNDRED EIGHTEENTH CONGRESS

                             SECOND SESSION

                                   ON

         EXAMINING THE WAYS OUR GOVERNMENT IS COMBATTING SCAMS AND  
                      FRAUDS AGAINST SENIORS AND SAVERS

                               __________

                           SEPTEMBER 12, 2024
                               __________

  Printed for the use of the Committee on Banking, Housing, and Urban Affairs



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                 U.S. GOVERNMENT PUBLISHING OFFICE

63-717 PDF                WASHINGTON : 2026                








           COMMITTEE ON BANKING, HOUSING, AND URBAN AFFAIRS

                       SHERROD BROWN, Ohio, Chair

JACK REED, Rhode Island              TIM SCOTT, South Carolina
JON TESTER, Montana                  MIKE CRAPO, Idaho
MARK R. WARNER, Virginia             MIKE ROUNDS, South Dakota
ELIZABETH WARREN, Massachusetts      THOM TILLIS, North Carolina
CHRIS VAN HOLLEN, Maryland           JOHN KENNEDY, Louisiana
CATHERINE CORTEZ MASTO, Nevada       BILL HAGERTY, Tennessee
TINA SMITH, Minnesota                CYNTHIA M. LUMMIS, Wyoming
RAPHAEL G. WARNOCK, Georgia          J.D. VANCE, Ohio
JOHN FETTERMAN, Pennsylvania         KATIE BOYD BRITT, Alabama
LAPHONZA R. BUTLER, California       KEVIN CRAMER, North Dakota
GEORGE S. HELMY, New Jersey          STEVE DAINES, Montana

                     Laura Swanson, Staff Director
               Lila Nieves-Lee, Republican Staff Director

                       Elisha Tuku, Chief Counsel

                      Cameron Ricker, Chief Clerk
                      Shelvin Simmons, IT Director
                       Pat Lally, Assistant Clerk


















                                  (ii)








                            C O N T E N T S

                              ----------                              

                      THURSDAY, SEPTEMBER 12, 2024

                                                                   Page

Opening statement of Chair Brown.................................     1
        Prepared statement.......................................    29

Opening statements, comments, or prepared statements of:
    Senator Scott................................................     4
        Prepared statement.......................................    30

                               WITNESSES

Amy Nofziger, Director of Fraud Victim Support, AARP Fraud Watch
  Network........................................................     5
    Prepared statement...........................................    32
Carri Grube Lybarker, Administrator and Consumer Advocate, South 
  Carolina Department of Consumer Affairs........................     7
    Prepared statement...........................................    44
Sheryl Harris, Director, Cuyahoga County, Ohio, Department of 
  Consumer Affairs...............................................     9
    Prepared statement...........................................    50

              Additional Material Supplied for the Record

Letter submitted by NASAA, Inc...................................    52
Letter submitted by the National Sheriffs' Association...........    57














                                 (iii)








 
                PROTECTING AMERICANS' MONEY: COMBATTING 
                  SCAMS AND FRAUDS AGAINST SENIORS AND 
                  SAVERS

                              ----------                              


                      THURSDAY, SEPTEMBER 12, 2024

                                       U.S. Senate,
          Committee on Banking, Housing, and Urban Affairs,
                                                    Washington, DC.
    The Committee met at 10 a.m., via Webex and in room 538, 
Dirksen Senate Office Building, Hon. Sherrod Brown, Chair of 
the Committee, presiding.

            OPENING STATEMENT OF CHAIR SHERROD BROWN

    Chair Brown. The Committee on Banking, Housing, and Urban 
Affairs will come to order. We have, I understand, two Ohio 
witnesses. One who lives in Cleveland and one who was born in 
Ohio.
    So, sorry, South Carolina, we've gone one, one out of three 
is not bad. OK?
    Senator Scott. She is equal to the task at hand.
    Chair Brown. I'm sure she is.
    Senator Scott. She is versed as well.
    Chair Brown. As we begin, I would like to take this 
opportunity to welcome Senator Helmy, who is not yet here, from 
New Jersey, to the Banking and Housing Committee. We are 
expected--we're excited for him to join us and look forward to 
working with him on this Committee for the next couple of 
months.
    In the Old Testament, Jacob tricked Isaac and took Esau's 
birthright. The American public first heard of Charles Ponzi in 
the 1920s. So, scams and frauds are nothing new in this country 
or in this world.
    In the last few years, what used to be a trickle of scams 
and suspicious emails now and then is starting to feel like a 
flood. These scams can start with a similar, with a simple text 
in what seems like a wrong number.
    Or, they can be more devious, a call disguised to look like 
it's from a friend or a local bank. The most manipulative ones 
use artificial intelligence to disguise their voice or to mimic 
a family member. All of these, you're familiar with.
    Once they've made contact, the scammers go to work. They 
might claim to have something in common with you. They might 
say they're a law enforcement agent who needs help cracking a 
case. They might claim to be interested in a romantic 
relationship, or a friendship, or even say a child or 
grandchild is in trouble and needs your help.
    The scammers will use information found online or the dark 
web to customize their scams to their targets. An American who 
has worked hard and saved for retirement and their family's 
future, that's who usually is the target.
    The messages may be quick and urgent. They may be 
intermittent with the conversation stretching on for months, as 
the scammer builds a relationship.
    But, they always end the same way, a con that drains as 
much of someone's savings as possible. And we know today 
savings, since there are fewer defined pensions and more 
401(k)s, the targets are even more rich for these scammers.
    The data backs up what Americans have experienced. Scams 
and frauds have never been more pervasive. Criminals will use 
any means they can to steal Americans' hard-earned money. Wire 
fraud, peer-to-peer platforms, check fraud.
    In Ohio alone in 2023, more than $126 million, $126 million 
in a State of 12 million people, were reported lost to fraud. 
The stories are heartbreaking. A senior in Warren, Ohio, and 
under Youngstown, lost $127 thousand to criminals posing as 
bank employees.
    A man in Mayfield Heights, in Cuyahoga County, in 
Cleveland, lost $80 thousand to a fake investment scheme. One 
group running romance scams laundered nearly $12 million in 
central Ohio.
    It happens across our country. The FTC says $10 billion are 
reported lost to fraud nationwide in 2023, an increase of over 
a billion dollars from the previous year. And we know so many 
that much of this is not reported.
    Consumers around the country lost at least $270 million 
through wire fraud. Those are just the scams that are reported. 
We know many people are reluctant to come forward and report 
their losses, embarrassed to admit that they were conned.
    They shouldn't be. These scammers are professionals. They 
use all kind of new technology, harder and harder to detect, 
even if you try to be vigilant. These criminals want those they 
target to feel ashamed and to feel scared to come forward so 
they can continue scamming others.
    But, these scams can and do affect Americans of all ages. 
But, we know seniors face the greatest threat. It's not just 
that they may be less familiar with new technology, they're the 
biggest target because of their retirement savings.
    I spent my career working for, fighting for working 
Ohioans' pensions. But, fewer employers offer pensions. More 
and more seniors have been forced to rely on personal 
retirement savings accounts built over a lifetime of hard work.
    These accounts are particularly enticing targets for 
scammers. Americans over 60 represented more than half the 
dollars lost to fraud in 2023.
    Seniors are especially reluctant to come forward. They 
blame themselves. They don't want to be seen as unable to 
manage their own finances. But, no American, young or old, 
should ever have to blame themselves when they're defrauded by 
organized crime.
    Scammers use new technologies to stay a step ahead of law 
enforcement. They plan complex sophisticated frauds that 
stretch out over months. They'll use fake websites that are 
impossible to distinguish from real ones.
    Worst of all, they exploit our best instincts to trust one 
another, to keep families safe, to act quickly in an emergency. 
No wonder their schemes so often succeed.
    We know that scams are now perpetrated by organized 
networks overseas, some managed unbelievably, maybe, maybe not, 
by Chinese criminal gangs using slave labor. These criminals 
have kidnapped thousands of people, locked them in compounds in 
Southeast Asia, forced them under threat of torture, to execute 
these scams against Americans.
    It's organized crime, it's human trafficking, it's modern-
day slavery come together with one sinister goal, to steal. To 
steal the nest eggs Americans have worked their whole lives to 
build.
    Individual Americans can't fight this threat alone. They 
shouldn't have to. Federal, State, and local law enforcement 
must work together. They must have the tools and resources they 
need.
    But, the private sector, the private sector must step up 
and do more to protect people. These scams begin often on 
social media. Tech companies work to prevent these scams from 
taking root in their platforms.
    And when payment platforms fail to protect their customers 
from scams, it's on them to reimburse the scammed consumer. 
Payment platforms like Zelle, and Venmo, and Cash App, need to 
take responsibility for keeping their customers' money safe and 
secure and reimburse more consumers who have been scammed on 
their platforms.
    Big banks with all their vast resources and tools at their 
disposal, also needs to do more, also need to do more to 
identify scams and stop consumers from losing their life 
savings through wire fraud. And with the rise in wire fraud, 
the CFPB needs to use its authorities to ensure big banks allow 
the law and to follow the law and protect consumers from wire 
fraud.
    Wall Street firms and tech companies see the same scams 
over and over and over. We know when something threatens their 
profits, these big banks spare no expense to try to take it 
down. They ought to dedicate the same effort, I argue, a lot 
more effort into protecting the money that consumers entrust to 
them.
    Senators Hagerty and Tester have introduced a bill to 
strengthen protections against financial exploitation for 
seniors by extending protections that exist for brokerage 
accounts to mutual funds. I appreciate Senator Tester's work on 
this, and Senator Hagerty is not here yet.
    Communities across the country, State and local officials, 
have been on the front lines in the fight against scams. Groups 
like AARP, thank you, have also mobilized to protect seniors 
and consumers.
    One leader in these efforts is Ohioan Sheryl Harris, 
Director of the Cuyahoga County Department of Consumer Affairs. 
We're fortunate to be able to hear from her about her work to 
protect people in my State, to hear from all our witnesses 
about the evolving threat from scams and frauds. I look forward 
to continue our work.
    Ranking Member Scott.

             OPENING STATEMENT OF SENATOR TIM SCOTT

    Senator Scott. Thank you, Mr. Chairman. Thank you for being 
here today all the witnesses.
    First and foremost, I want to start today by thanking our 
law enforcement partners at the State and the Federal level. 
Every day our law enforcement members work tirelessly to combat 
crime, including financial crime, and to protect and defend 
victims in every community around the country.
    And that's exactly what the frauds and scams are. They are 
crimes. And the criminals who commit these crimes should be 
punished accordingly.
    I also want to acknowledge our regulators both at the State 
and the Federal level, as well as our financial institutions 
and companies that work tirelessly to combat and prevent 
criminal actors from taking advantage of hardworking Americans. 
This includes their critical work at educating consumers on the 
warning signs of popular frauds and scams.
    The first step to stopping fraud is ensuring that people 
are equipped with the tools to recognize the very fraud that so 
many of us fall victim to. Criminals are inherently looking to 
benefit themselves without regard for the wellbeing of others, 
and certainly, without respect of the law.
    And, unfortunately, criminals often prey on our most 
vulnerable, which, of course, would be our seniors. 
Unfortunately, it seems almost daily that I hear a horrible 
story of hardworking Americans who have worked their entire 
lives, forced to come out of retirement after having the scams 
and their savings wiped out by the scams.
    My time as Ranking Member of the Aging Committee allowed me 
to learn a great deal more about these types of crimes, in 
particular, the severe detriment they have on our Nation's 
seniors. That is why I advocated to holding hearings directly 
focusing on these types of fraud and issued an annual fraud 
book to bring about more awareness of these scams.
    Today, I look forward to hearing from the panel of 
witnesses in front of us today, so that we can understand the 
new and emerging solutions to fight this epidemic. And it is my 
hope that this will not simply turn into a blame game of who's 
responsible, whether it's the financial industries, whether 
it's the scammers.
    We need all hands on deck to solve the problem that we face 
today and help protect more Americans from the challenges that 
they have once their savings are gone. I believe, frankly, that 
part of the solution starts with education.
    And, for my time in Congress, I have continued to promote 
financial education and financial literacy, because those, as 
my top priorities, allows us to address the very challenges 
that so many Americans face. If we can help more Americans 
access financial education, we can help them have the tools to 
both protect themselves, as well as achieve financial freedom.
    This is why I am so pleased to have Carri Grube Lybarker 
with us today. She is the Administrator of the South Carolina 
Department of Consumer Affairs, before us today.
    And she will share her perspective and some of the things 
she's been doing to help combat these challenges. I love this, 
``Ditch the Pitch''. Sometimes, the fewer words you use, the 
more you actually say, the more effective you are at 
communicating.
    And, I will say, in a world that is, unfortunately, moving 
at a faster pace, the longer we have to listen, sometimes the 
less we actually absorb. And so, ``Ditch the Pitch'' gives us 
at home in South Carolina, an opportunity to learn ways to 
reduce the impact of scams, and frankly, to detect them 
quickly, and perhaps, avoid them altogether.
    Our Nation's seniors are not only the ones affected by 
these crimes and these criminals are looking for new targets 
every single day. Criminals are unfortunately smart and agile.
    Just like we are working to use new technologies to drive 
efficiencies and choice, criminals are using new technologies 
to pad their own pockets at someone else's expense. That's why 
we must adapt and continually work to innovate. We must also 
work to educate and combat criminals using these same 
technologies for ill gain.
    And let's not forget what we heard in February when this 
Committee examined check fraud. Old technologies are also being 
used to exploit in an increasing frequent manner.
    I'll close like I started. I am grateful for the work of 
our law enforcement, our regulators, and our financial 
institutions, what they're doing together to combat and prevent 
financial crime.
    I am really proud of the good work being done to better 
educate people of all ages on the fraud and scams they face. 
Today I hope we hear ideas on how we can improve our 
technology, our education, and our approaches to stopping these 
crimes, all the while making sure we are not incentivizing new 
or additional criminal acts.
    Thank you all.
    Chair Brown. Thank you, Senator Scott.
    I want to introduce today's witnesses. Amy Nofziger is the 
Director of Fraud Victim Support for the AARP Fraud Watch 
Network. Welcome.
    Carri Grube Lybarker is the Administrator of Consumer 
Advocate of the South Carlina Department of Consumer Affairs. 
Welcome Ms. Lybarker.
    Sheryl Harris is the Director of the Cuyahoga County 
Department of Consumer Affairs.
    Thank you all for being here. Welcome.
    And, Ms. Nofziger, please proceed.

 STATEMENT OF AMY NOFZIGER, DIRECTOR OF FRAUD VICTIM SUPPORT, 
                    AARP FRAUD WATCH NETWORK

    Ms. Nofziger. First thing I forgot. Good morning. My name 
is Amy Nofziger and I am the Director of Fraud Victim Support 
for AARP's Fraud Watch Network. Thank you for inviting me to 
testify today on behalf of AARP. And thank you for holding this 
vitally important hearing.
    Fraud is devastating millions of lives across the country. 
Each year, AARP's fraud watch helpline receives over 100,000 
calls from those impacted by fraud. Many of these calls are 
absolutely heartbreaking.
    When I joined AARP doing fraud prevention work in 2001, I 
believed I would soon put myself out of business by convincing 
everybody that foreign lottery wins, and tax payments and 
prepaid gift cards were scams. Yet, here I am, 23 years later, 
fighting the same fight, having many of the same conversations.
    While the conversations with the victims may be the same, 
AARP's education and outreach efforts have evolved as scammers 
tactics have also evolved. I have sat with victims for hours on 
the phone while they cried and told me how a criminal stole 
their life savings.
    Recently, I talked with a Georgia man who reported that he 
received an email from someone claiming that he had won money 
and a new car. He lost $70,000 in gift cards to pay the 
fraudulent fees. And was also very worried that his identity 
had been compromised.
    Or, Cece, a woman who had been married for 30 years, who 
called because she had no one to talk to about her husband, who 
was a victim of a sextortion cryptocurrency scam and lost over 
$1 million. She kept saying while on the phone with me that 
Amy, he's so smart. What are we going to do? I can't tell 
anyone.
    Criminals don't care who you are, where you live, or how 
much money you have. They are simply looking to steal as much 
as they can, however they can.
    The FBI estimates that $3.4 billion was stolen from 
individuals over the age of 60 in 2023. But we believe this 
figure is vastly underestimated.
    The true loss to our communities is likely closer to $137 
billion a year according to the FTC. That is money that would 
have been used for retirement, healthcare, daily expenses, 
trips, entertainment, dining out, and even spoiling the 
grandkids.
    These criminals not only steal from victims they prey on, 
but the victim's families and the community that they live in. 
They rob them not only of their money, but their future, their 
wellbeing, and too often, their dignity.
    And the lost money is just the beginning. I want to tell 
you about a healthy older woman who had her life savings stolen 
by the person she thought was the love of her life, but in 
fact, he was a master manipulator who spends all day, every 
day, using every trick in the book to steal money from people.
    Her daughters told me that her health declined so quickly 
after she learned he had taken all of her money. The daughters 
told me that this twice a week tennis player's hair started 
falling out in clumps and her health deteriorated so fast she 
died within 4 months when she realized she had been a victim.
    It is a tragic fact that these criminals wreak havoc and 
can drive individuals to premature death or even suicide. A 
reality that is likely underreported and that frankly keeps me 
up at night.
    Because of this, we must adapt our approach for combatting 
fraud, just like the criminals are adapting their approaches. 
Fraud is constant and never rests. It operates 24/7 in our 
homes and through these devices that we carry in our pockets.
    Victims' losses have escalated from hundreds and thousands 
to millions of dollars. Many still believe it won't affect 
them. But we know this is far from the truth.
    It impacts individuals across all education backgrounds, 
income levels, all ages, and across the country. It will happen 
to you or someone you are for. It may already have, and you 
just don't know it.
    AARP has long been committed to educating consumers and 
supporting fraud victims. Together with thousands of AARP fraud 
volunteers across all of our State offices, those who volunteer 
on our Fraud Watch Network helpline, and the dedicated staff of 
the Fraud Watch Network, we will continue this fight.
    We look forward to collaborating with you to raise 
awareness about fraud and to develop effective solutions that 
protect and support victims and their families.
    Thank you for your attention to this critical issue and I 
look forward to your questions.
    Chair Brown. Thank you, Ms. Nofziger.
    Ms. Lybarker, welcome.

 STATEMENT OF CARRI GRUBE LYBARKER, ADMINISTRATOR AND CONSUMER 
    ADVOCATE, SOUTH CAROLINA DEPARTMENT OF CONSUMER AFFAIRS

    Ms. Lybarker. Thank you very much, Chairman Brown, Ranking 
Member Scott, and other Members of the Committee. I appreciate 
the opportunity to provide comments to you all today on this 
important topic of protecting seniors and others from scams.
    I am Carri Grube Lybarker, and I get to serve as the 
Administrator and Consumer Advocate for the South Carolina 
Department of Consumer Affairs. With me today as well, is Kelly 
Rainsford, our Agency's Deputy Administrator and General 
Counsel.
    The Department is South Carolina's consumer protection 
agency. Overall, our mission is to protect consumers from 
inequities in the marketplace, while giving due regard to those 
businesses that act honestly and fairly. One of the many roles 
we have at the Department is to receive scam reports. The top 
three scam categories often encompass the purchase of a fake 
good or service, or a lottery or sweepstake scam.
    And the largest group of folks filing a scam report is the 
in 65- to 74-year-old range. The reports we receive help keep 
us informed of new schemes and tactics used by scammers.
    A fraudster's goal is the same, they are all trying to 
separate a consumer from their hard-earned money or their 
personal information. But there are often new types of schemes 
that pop up, the romance scam being one of them, and a new 
twist, like requesting payment via a mobile app.
    As technology evolves, so do scammer's methods. New 
technology has helped their schemes seem more legitimate. A 
common tactic used is spoofing.
    We initially saw this with telephone numbers, making it 
look like somebody else was calling or sending a text message. 
And now, spoofing applies to all forms of contact, a fake 
website, a fake email address, hijacked or fake social media, 
and computer pop up messages.
    Security breaches and scams often go hand in hand as well. 
In this digital age, our personal information is unfortunately 
more accessible to bad actors and information stolen in a 
breach can help make a scheme seem more legitimate.
    In 2023, the Department received reports of 130 breaches, 
affecting over 3.2 million South Carolina residents. And, for 
context, we currently have approximately 5.3 million residents.
    The Department actively tracks the types of scam reports 
received and uses the information for our outreach efforts. 
Education is a core component of our mission. And we recognize 
that it truly is the best defense for avoiding becoming a 
victim.
    Our outreach and educational efforts span traditional and 
nontraditional media distribution. We've adapted to technology 
and became the first State agency active on the Nextdoor app.
    Since our first post in October 2021, we have had over 13 
million views. And we credit this exposure to increasing our 
weekly website visits, our YouTube views, and our webinar 
attendance.
    But presentations really are the foundation of our 
educational initiatives. And, over the past 5 years, the 
Department has given over 750 presentations to over 31,000 
attendees.
    Our most popular presentation topic, Identity Theft and 
Scams, which correlate to our newest offering, Ditch the Pitch 
Bingo. Each number called during the game has an educational 
tip of spotting or avoiding scams.
    And this idea came from a meeting with the U.S. Attorney's 
Office, when they introduced us to the Pennsylvania Department 
of Banking and Securities, Investment Fraud Bingo. We decided 
that our number one publication, ``Ditch the Pitch'', would be 
a great template for the bingo game, and it has taken off.
    The Department first released ``Ditch the Pitch'' in 2015. 
The guide addresses common scams, how to avoid them, and what 
to do if a consumer reveals their personal information to a 
scammer.
    Since 2019, we have given out over 50 thousand guides and 
have had other State and counties reach out and ask for 
permission to use the content for their own education.
    This extensive outreach would not be possible without the 
help of partner agencies and organizations. We can create great 
helpful content all day long, but efforts are futile if we 
don't get them into the hands of those who need it most.
    Our recent release of our updated ``Ditch the Pitch'' is a 
great example of leveraging partnerships. The South Carolina 
Department on Aging teamed up with us to distribute the 
publication to over 9,000 residents who are served by their 
home delivered meal program.
    In addition to State agencies, we partner with local and 
Federal agencies, as well as private organization. Another 
example of a fruitful partnership is with AARP and their Tele-
Town Halls. We are able to educate thousands of their South 
Carolina members in one sitting, via an interactive conference 
call.
    While education is key to keeping consumers protected, we 
have seen some other efforts and laws that help as well. One 
example at the Federal level is the FCC's STIR/SHAKEN 
Framework. From 2019 through 2023, 57 percent of consumers 
reporting a scam to the Department were contacted by phone. So, 
providing telephone providers the ability to stop scam calls 
before they get to a consumer or otherwise alerting that a call 
is likely a scam, are helpful tools.
    Newly implemented legislation in South Carolina has also 
allowed the financial institutions and security providers to 
pause a transaction request if financial exploitation of a 
vulnerable adult is suspected. We've also seen industries 
voluntarily initiate notices to consumers when using certain 
payment methods that are requested by scammers, including 
warnings at payment terminals when gift cards are being 
purchased.
    In closing, I want to thank you for your continuing work to 
protect consumers and for holding this hearing. We at the 
Department are grateful that you allowed us to be a part of it. 
And I hope that our comments are beneficial.
    Chair Brown. Thank you, Ms. Lybarker.
    Ms. Harris, welcome.

 STATEMENT OF SHERYL HARRIS, DIRECTOR, CUYAHOGA COUNTY, OHIO, 
                 DEPARTMENT OF CONSUMER AFFAIRS

    Ms. Harris. Thank you. So, my name is Sheryl Harris. I am 
the Director of the Cuyahoga County, Ohio, Department of 
Consumer Affairs. Thank you so much for the invitation to speak 
to this Committee.
    Consumer Affairs organizes and convenes Scam Squad, a 
financial fraud task force. Scam Squad's members include 
nonprofit and social service agencies that primarily serve 
seniors, county agencies and enforcement agencies ranging from 
local police to the Cleveland Offices of the FBI, the U.S. 
Department of Justice, and the Federal Trade Commission.
    Our members have three shared goals, encourage county 
residents to report scams, share scam reports with the agency 
best suited to investigate, and alert residents to current scam 
threats.
    We want to create easy ways for people to effectively 
report scams to enforcement agencies. We encourage members to 
share scam reports in data bases that multiple agencies can 
access, primarily, the FTC's Sentinel data base.
    We create innovative scam alerts and reminders that can be 
replicated at scale. My office receives only a small sliver of 
the scam reports filed by country residents, roughly 800 to 
1,000 a year. About 10 percent of those involve a dollar loss.
    The majority of our scam reports come from our older 
residents. We interview people who report scams to us, 
regardless of whether they lost money, to help consumers limit 
the fallout for scams, and to spot changes in both scam 
technics and scam payment methods.
    What I can tell you from these interviews, is that scammers 
have designed psychologically complex scams to make people 
believe the scammer is a trusted authority.
    The scammer tells the person they're facing a dire problem, 
for example, they're about to be arrested or the Government is 
about to seize their bank account. The scammer is able to 
isolate the victim by giving a plausible sounding reason that 
they can't tell anyone else. The victims then become reliant on 
the scammer, so who's solution then is to route money to the 
scammer.
    Scammers use all sorts of technology in these scams, which 
we've discussed a little. They pose as trusted authorities by 
spoofing caller ID. They know information about people when 
they call, because of all the consumer data that companies 
collect and sell or fail to protect.
    And many scammers convince pancaked people to allow them 
remote access to their computers so they can further manipulate 
victims. Today, we're seeing individuals lose much larger 
amounts to scams in shorter periods than ever before.
    Scam losses reported just to my office, have doubled in the 
last year, from 1.2 million in 2023 to 2.7 million so far this 
year. That doesn't include scam losses reported to any of our 
partner agencies.
    In one scam, scammers posing as Federal agents, panic 
people into believing they are under investigation, because 
drug traffickers are using their bank accounts. These scams are 
designed to terrify people into telling, into believing that 
they're going to lose all their money, so that when the nice 
fake Federal agent tells them they can protect their life 
savings by moving it into a Government wallet, and that's scam 
speak for crypto, people do it.
    We know of at least two cases in which scammers posing as 
Federal agents, not only took the victims' life savings, but 
then told them they were in mortal danger and needed to move. 
When the victims sold their houses, the scammers got the 
proceeds from the sales too.
    Many of those payments were made in crypto. Crypto payments 
are fast. They are final. There's no protection for consumers.
    Just last week, the FTC said Sentinel data shows that from 
2020 to 2023, scam losses involving crypto increased tenfold to 
over $110 million nationwide. And that's just crypto.
    Consumers over 60 are three times more likely than other 
adults to lose money in crypto. I'm thrilled the Banking 
Committee is delving into meaningful ways to stop scams.
    Through your work, you have the ability to help older 
Americans avoid life altering losses to scams. You can update 
regulations to ensure that all payment methods provide consumer 
protections that allow victims a way to get their money back.
    No matter how someone pays a scammer, gold, crypto, gift 
cards, the place consumers get the cash for those transactions 
is the bank. Banks have to do a better job protecting customers 
from scams.
    Thank you for your time and for the opportunity to speak.
    Chair Brown. Thank you, Ms. Harris.
    The questioning will begin with Senator Tester of Montana.
    Senator Tester. Thank you, Mr. Chairman, for the courtesy. 
And thank you all for your testimony. I very much appreciate 
it.
    I'm going to start with you, Ms. Nofziger. AARP Fraud 
Hotline, by your own testimony, you've been overseeing it for 
23 years? Is that correct?
    I'll get to the question here. This is what's the real 
important part. Over the last, over the time that you've been 
monitoring the fraud hotline, Ms. Harris talked about doubling 
in the last year.
    What have you seen on that fraud, on the AARP Fraud Hotline 
as far as the amount of threats?
    Ms. Nofziger. Thank you so much for that question. We've 
absolutely seen a significant increase in threats. But I also 
want to say, we've seen an increase in reporting.
    And I think that's really important. Because when I started 
23 years ago, we weren't getting reports. People were still 
being victimized, but they were doing it alone. And they were 
not reporting it to law enforcement, to us, to any of my 
partners here at the table.
    And that, to me, is what's encouraging, that people are 
reporting it. Because we need to know what's happening so we 
can take action to fight it.
    Senator Tester. One of the things that's happening, and I 
serve and so does the Chairman of this Committee, serve on the 
Veterans Affairs Committee, is I get contacts from, actually 
it's usually from family members of a member who has been 
scammed.
    And, when we've reported it to law enforcement, law 
enforcement has come in and they refuse to acknowledge the fact 
that they've been scammed. How often does that kind of 
situation happen?
    Ms. Nofziger. I think, it's happening a little bit less 
than we think it is.
    Senator Tester. OK, good.
    Ms. Nofziger. Yes, from what I know from talking with 
victims when they do report it to law enforcement.
    Senator Tester. Right.
    Ms. Nofziger. We also help coach our victims when they do 
report it to law enforcement. We say, when you go in there, say 
you were a victim of a financial crime. Get your report. But, 
just have the expectation that, you know, it might not be all 
wrapped up in 24 hours like in a television show, right. Like, 
these are investigations that need to happen.
    But the most important thing is that people do report it to 
law enforcement and that we work with our law enforcement 
partners to help them accept those reports.
    Senator Tester. So, I'm here to tell you that every day, 
every day I either get an email or a phone call from somebody 
who is trying to screw me out of my money. So, and a lot of 
these folks aren't in the U.S. Some of them are from Russia, 
China, Eastern Bloc.
    How can the consumers stay ahead of this? And, by the way, 
the same thing with the financial folks, the banks, the credit 
unions, all those folks, how can they stay ahead of it too?
    Because it's never-ending. I mean, it drives my wife crazy 
when I actually answer those fake phone numbers. And they call 
up and I graduated from college 46 years ago, it was a time 
when my parents could pay for my college, so I have no debt.
    And they proceed to tell me how much debt I have for going 
to college. And I'm positive it ain't about because they're 
nice people. It's because they're trying to take money and not 
work for it.
    So, tell me how consumers and financial institutions can 
stay ahead? And that's open to all three of you. Go ahead, Ms. 
Nofziger.
    Ms. Nofziger. Thank you for that question. And you're 
absolutely right. I mean, that is one thing that has 
drastically changed the game of fraud, if you want to call it 
that, in my 23 years doing this, is the device that we carry in 
our pockets.
    These criminals are accessible to us 24/7. And we do need 
to take control back of these devices that we call phones, but 
are essentially minicomputers that we carry in our pocket.
    And we need to understand that wherever we are online, the 
criminals are online waiting for us. There is built in 
technology in a lot of these devices to block unknown calls. 
But people are not adapting it. And we've got to get them to 
where----
    Senator Tester. Show me how to do that.
    Ms. Nofziger. I will talk to you afterwards. But that's 
exactly what we need to do, is we need to take control back.
    Senator Tester. So, what about the calls that I get from my 
neighbors that aren't my neighbors? Is there ways that it 
blocks those too?
    Ms. Nofziger. Absolutely. If they're not in your contacts 
list, you can set it up to have any unknown number----
    Senator Tester. I'll be damned.
    Ms. Nofziger. If it's not in your contacts, go directly to 
voice mail.
    Senator Tester. That's what----
    Ms. Nofziger. But, again, this is where we need to do some 
protection barriers in our own lives to protect ourselves. And 
I'm sure my co-witnesses have some comments as well.
    Senator Tester. Yes. Go ahead.
    Ms. Lybarker. Sure. Thank you. So that for us is where the 
education comes into play. And what we have tried to do in our 
educational efforts is to get to the brass tacks of what folks 
are doing and to give people the basics, because if we give 
details for things, if we say, a scammer may call you and ask 
for Google Play gift cards, if a scammer calls and asks for a 
wire transfer instead, they go, oh, that's not a scam.
    And so we try to be a little bit more broader with that. 
You know, if it's somebody pretending--that they try to pretend 
to be somebody you'll recognize. So if you're getting a cold 
call from somebody that you're not expecting, you can hang up 
and call a number that you know belongs to them. Or they always 
say there is a prize or a problem involved. They put in that 
pressure and they ask for those forms of payment that are not 
easily traceable.
    So, and we also told folks not to answer the phone if you 
don't know the number, that it will go to voicemail. If it's 
important, then you can--you can call them back. But I know 
with our elderly population and the state of loneliness that we 
have, it's hard--hard for folks to do.
    Senator Tester. I just like to fight with them and tell 
them to get a real job. But go ahead, Ms. Harris.
    Ms. Harris. I agree with everyone at this table. However, 
I'm going to say this. You know how many calls you get. It is 
incessant, and it never ends.
    Senator Tester. That's right.
    Ms. Harris. We have people--and like, OK, is it really 
practical for you, as a lawmaker, who responds to all sorts of 
constituents, to say, only people I know are getting through my 
phone.
    Senator Tester. Yeah.
    Ms. Harris. There has to be more effort put into 
identifying scam calls. And SHAKEN/STIRRED is fabulous. It is. 
And that's the little thing that comes up on your phone 
sometimes where it actually tells you, oh, hey, this is a spam 
risk.
    Senator Tester. Yeah, yeah.
    Ms. Harris. Right? So that's helpful, but so many of these 
calls come through to people who, you know, they're not 
identified as that. They're unidentified. And scammers have 
adapted already. Scammers are very quick to adapt to any law or 
rule that we have, but that's why laws have to be really big 
and really flexible.
    But I just think that to ask--I mean, we tell people, too, 
don't answer calls you don't know. But we get calls from people 
who are--I'm a nurse on call. I have to answer my phone.
    Senator Tester. Yeah.
    Ms. Harris. And it's--it is disrupting people's lives 
still.
    Senator Tester. Yeah. I appreciate your testimony and 
appreciate what all of you are doing, and keep educating. Thank 
you.
    Chair Brown. Thank you, Senator Tester. Senator Scott is 
recognized.
    Senator Scott. Thank you. Ms. Lybarker, once again, I want 
to thank you for representing our home State so well. Without 
any question, South Carolina continues to be a nationwide 
leader in financial literacy efforts, and I have been impressed 
by your ingenuity in those efforts when it comes to fraud and 
scam prevention.
    I was recently reading about your partnership with the 
South Carolina Department of Aging to, once again, deliver scam 
prevention and education materials to seniors alongside their 
meal delivery. I think that is brilliant. I mean, honestly, 
when we're having a meal delivered, if you're able to deliver 
information during that time, I'm hungry, I'm going to read it. 
This is the way my body works.
    So I think that is just a fantastic way of taking advantage 
of a positive opportunity to engage with our seniors, 
especially in a time where they are going to be more interested 
perhaps.
    Can you share some insights from that program and others 
that your department has carried out over the years?
    Ms. Lybarker. Sure. Thank you so much. So with that 
particular partnership, it actually started when we initially 
released ``Ditch the Pitch'' back in 2015. At that point, it 
was the Lieutenant Governor's Office on Aging, and they were 
gracious enough to put these on the meals.
    And it's folks not only that are usually in our senior 
population, but some that are homebound as well. And so they're 
likely not going to come out to a presentation or an event 
where we are. And so whenever we do outreach or create a 
publication or have some kind of campaign, we're looking to try 
and find those kind of pathways that we can get it into the 
hands of the folks who need it most.
    The Department on Aging is one of those. AARP is a great 
effort there. This Ditch the Pitch Bingo that we have, we are 
part of a World Elder Abuse Task Force, and it's a group of 30 
Government and non-Government agencies that all have some kind 
of touchpoint with the senior communities in South Carolina.
    It could be that they are continuing care retirement 
communities, or they provide in-home care services or things 
like that, and the Department on Aging is a part of that as 
well. But it allows us to network, so we know each other's 
services.
    So when they are out and about as well and hear something, 
they can say, that's an issue Consumer Affairs can assist with, 
or you need a presentation on this topic. That's Consumer 
Affairs. And we're able to get the word out because we're only 
47 full-time employees, and so leveraging those resources at 
all levels is very important.
    Senator Scott. For those who don't live in South Carolina--
if you don't live in South Carolina, I really don't know why 
you don't--but, in the end, 47 employees, really, we have 46 
counties. It's literally one person per county if you look at 
it from that perspective.
    Ms. Lybarker. Right.
    Senator Scott. It's a massive opportunity and 
responsibility. Opportunity to work more than 40 hours a week.
    Ms. Lybarker. Yeah.
    Senator Scott. And the responsibility to engage with as 
many residents around our State as humanly possible. So we 
thank you very much for the work that you are already doing.
    Ms. Lybarker. Thank you.
    Senator Scott. Let me ask you another question. Sometimes 
sitting here in Washington, it's easy to get stuck in the 
Beltway mindset and overlook many of the innovative ideas and 
solutions that are created within our States.
    I pride myself in thinking that my goal as a legislator, as 
an elected official, is not necessarily to be the origin of 
great ideas but to be the conduit of great ideas. That's one of 
the reasons why I love going home every weekend to--back to 
South Carolina to hear from my constituents and some experts 
and people who have--just have real-life experience on what the 
solution is to said problem.
    And I look at that from this same perspective when it comes 
to scams and frauds and dealing with some of the challenges 
that we face. One of the things I think we have to do is make 
sure that we never lose hope that we will win this fight. Time 
and time again, it feels like the more we see scams being 
successful, the less energy we have to fight them because we 
kind of feel like we've lost that fight. That is never a strong 
position to respond from. So I refuse to believe that we have 
lost the fight.
    Are there lessons that we can learn from South Carolina to 
fight these criminals and prevent harmful scams? Can you please 
speak to some of the partnerships you have with financial 
institutions, as well as law enforcement, to educate, prevent, 
and combat such crimes?
    Ms. Lybarker. Sure. So we are not territorial. We don't say 
this is our sandbox; we don't want others in it. We certainly 
invite others in on all levels. We're an agency that regulates 
non-depository financial institutions, and so we have 
relationships with folks who are dealing with consumers' monies 
and financial products in that way.
    So we'll partner with the South Carolina Bankers 
Association to do education for their members and other trade 
associations as well. On the scams that we're seeing, because 
oftentimes it's not just consumer-related--businesses fall 
victim to scams as well, which ultimately impact the prices and 
the services that they are providing to those consumers.
    So making sure that we don't have blinders on, to just stay 
in a certain lane and trying to be as broad as we can in our 
outreach, and with law enforcement, we partner with different 
sheriffs' associations, the Police Chiefs Association. I just 
got a contact from Beaufort County where they were reaching out 
about a cryptocurrency ATM that was being used for some scams 
there.
    So having those relationships, building the relationships, 
and making sure that we're getting out to those members of our 
business communities to let them know what we're seeing, let 
them know what to watch out for, and, again, that our services 
that are available and others of our partners, too.
    Senator Scott. Mr. Chairman, I will finish with this 
thought. Listening to the witnesses, one thing that comes to 
mind is that many of us as elected officials do some type of a 
tele-townhall back in our States. And it seems like it would be 
helpful for us to have, in our respective States, a tele-
townhall that includes the AARP, whatever the iteration of your 
consumer financial agency is in each State, putting them 
together and then doing one extra step, which is looking at 
those folks who are homebound, perhaps who may be more 
vulnerable because if you're there all the time, you're more 
likely and more inclined to pick up the phone perhaps.
    If we--we're able to target those folks back at home to 
make sure that we are including them in a tele-townhall, that 
might be a way for us to address these issues, and not just 
through legislation but through information that we can 
disseminate from our elected official positions.
    Chair Brown. Good idea, Senator Scott.
    Ms. Harris, it's easy to look at the data on scams and 
frauds and see a pretty scary story--18,000 scams reported in 
Ohio last year, according to the FBI, $100 million in losses. 
But, like everything, we do a lot of things with that and 
statistics here, but it obviously affects individuals, and 
every individual has a story.
    Run through kind of the human toll of scams for Cuyahoga 
County residents.
    Ms. Harris. Well, you know, when scammers are able to you 
know, to take a huge chunk of someone's life savings, it really 
is life altering for them. First of all, they had saved money 
for their retirements, as you had mentioned, and it is no 
longer available to them.
    Second of all, there is a lot of strife within the family. 
Grown children are very upset when older people lose money to 
scams. We all have this picture of what scam victims are 
supposed to be. They are, like, super vulnerable people who 
aren't anything like us, you know, aren't running around doing 
errands, doing work.
    But the truth is, most scam victims are very much like us. 
They are vibrant people living lives, and these people who have 
savings set aside, they planned to use it through their 
retirement and now it's gone. So what we see is, then, grown 
children having to take money out of their savings, out of 
their kids' college funds, to help their parents, who were 
really well set, to help them, you know, do daily expenses, 
because now they're living check to check.
    In addition, you know, I think, you know, it's a great 
point that this causes depression in older people. They--it's 
traumatizing to realize that you believe something so fully 
that you handed over your money to someone. And it's hard for 
us to get our heads around how we, as thinking people, could do 
that, but it happens to people all the time, and it happens to 
young people as well as old people. But it's truly devastating, 
and it rips families--really rips them apart.
    Chair Brown. Thank you for sharing that, similar to what 
Ms. Nofziger said.
    Ms. Nofziger, Americans know to use common sense about 
scams, to ignore phishing emails. People are pretty good at 
that I think. But I'm concerned that scammers are getting more 
sophisticated, more professional, more high tech than ever, 
making it harder for people to protect themselves.
    How are the risks of fraud and scams changing? And in your 
experience, what have you seen with technology and more 
sophistication?
    Ms. Nofziger. Thank you for that question, Senator. In my 
opinion, a scam is a scam and fraud is fraud. So even with the 
onset of technology still as the basis, what they're after is 
your money or your personal information. And so what we really 
try to do at AARP is help people understand what the ask is.
    So don't get caught up in all the nuances with technology 
or AI or whatever it is. But I will say, one of the biggest 
changes I have seen with technology is how fast these criminals 
can get our victims' money, particularly with the onset of 
cryptocurrency ATM machines that are located across this 
country.
    We are seeing victims lose thousands to millions of dollars 
in these crypto ATM machines, and just like that the money is 
gone. So that's definitely, when it comes to technology, one of 
the things I have seen. But, again, fraud is fraud, and we just 
need to listen for the ask. If they're asking you for personal 
information or money, it's a scam, and run away.
    Chair Brown. Thank you for that. Yesterday I met with a 
group that comes in every year, usually twice a year, a number 
of people from the Ohio Credit Union League. And these are 
people that run credit unions in all parts of the State, and 
they were talking about exactly that, which is a pretty new 
phenomenon.
    One last question. Ms. Harris, again, thank you. You 
pointed out Americans are busy, their jobs, kids, grandkids, 
not thinking about someone trying to scam them. Who is better 
positioned to detect and stop scams on payment platforms, 
consumers or the companies themselves?
    Ms. Harris. Well, I'll tell you something. I think of 
scammers like spiders. They are--they are spinning this 
incredible, deceitful web, and consumers get caught in that, 
and they get wrapped so tight in the story they often cannot 
extract themselves. And we know because we try to do--if we 
hear from a family member, we'll try to extract someone from 
a--you know, a little longer term scam, and it is hard.
    We know--consumers tell us sometimes that a police officer 
talked to them and told them they thought something was a scam, 
but they were so trusting of--they had--I guess the scammer had 
built such a bond with them that the consumer then walks away 
with the phone and says, OK, a police officer just told me that 
this was a scam. Are you a scammer?
    And the scammers will say something like, that's a local 
cop, this is Federal, they don't understand what we do. I mean, 
they have an answer for everything.
    But what you should know is, even in these one and done 
kind of scams, and I mean like, you know, an arrest scam, we're 
going to arrest you because you failed to show up for jury 
duty, right? Those people are--they're on the phone with--
scammers keep them on the phone for 3 and 4 and 5 hours.
    They are so wrapped in the story they are incapable, in my 
opinion, of--it would be impossible for all people who 
encounter scams and engage with scammers to pull themselves out 
of that. They cannot do it. There needs to be something beyond 
that that stops the scam and stops the damage, until they can 
just step away from the panic that they feel and, you know, see 
their situation from a different--you know, from a different 
viewpoint.
    And that doesn't happen with things like crypto or these 
instantaneous payments. And payments--there are so many new 
kinds of financial payment systems that are growing up through 
the cracks of regulations, I mean, the rules don't always go 
over them, right? But also, consumers themselves, when some--a 
scammer tells someone this is a Government account, and you're 
going to go to a Government kiosk, which is actually just, you 
know, a machine that's crypto-equipped, people think, well, OK, 
that sounds reasonable.
    And sometimes scammers who, you know, can get remote access 
to people's computers, they will say, well, you need to log on 
to your account because there's something wrong with your 
account. So people log onto their bank account, right? And they 
say, well, there are all of these payments that are coming in.
    So they say type in these codes, and I can show you. Then 
the scammer has access to the computer, and what they're--what 
they're able to do is they reach in while the consumer is on 
their check--looking at their checking account, they reach 
behind that, they pull money out of their savings, they drop it 
into the--into the checking account.
    And so the consumer sees with their own eyes, oh, there was 
a big payment, that must have been from, you know, drug 
traffickers because I didn't make it. There are so many levels 
of deception. We have got to help people.
    Chair Brown. That's pretty clear from your answer, because 
I ask your companies--the company is better positioned to 
spot--to spot fraud. It's where they are.
    Ms. Harris. Sorry. I didn't answer that question at all, 
but thanks.
    Chair Brown. That's fine. I get it. So my time has run out. 
Senator Britt from Alabama.
    Senator Britt. Thank you, Mr. Chairman.
    Thank you all for being here today. Certainly appreciate 
the opportunity to have this conversation. The surge of 
financial scams, particularly those that target our elderly and 
more mature population, our neighbors, our friends, our family 
members, it's incredibly disturbing.
    I mean, if you look nationwide, fraud losses have been up. 
Last year I think it topped $10 billion. I mean, if you look at 
the State of Alabama, we were I think defrauded out of nearly 
$74 million, which was up from the $55 million the year before. 
I mean, it's staggering.
    And we know with the benefits of new and more efficient 
means of payment also come risks with criminals using these 
technologies to truly prey on Americans. And according to the 
Alabama Securities Commission, in 2016 there were actually 23 
cases of elder fraud abuse. If you look back last year, there 
were 159 cases reported. And then, if you look at this year, 
just in the first 9 months of the fiscal year, there were 
already over 250 cases reported.
    So it is clear that we must be doing more, we must be more 
diligent, we must do better in educating our population, 
particularly the elderly population, with regards to everything 
from romance schemes to sweepstakes schemes to impersonations, 
that ultimately let them become victims, and that's what we're 
here to talk about today. so I want to make sure that we are 
enabling law enforcement. I want to make sure that we're doing 
everything that we possibly can.
    And, Ms. Lybarker, I'd like to start with you. As we know, 
criminals are constantly adapting and finding new ways to reach 
and manipulate Americans out of their hard-earned dollars. They 
are not just scammers operating off of a computer in a basement 
anymore, but these are large-scale operations and entire 
business models that are actually created to defraud people.
    In South Carolina, how is your department keeping up with 
the ever-growing list of schemes being used to target the older 
population of Americans? And what are the general themes that 
you are hearing from victims that you speak to?
    Ms. Lybarker. Great. Thank you so much. So I think as far 
as how we stay ahead of things or become aware of things is the 
reporting. I mean, it was mentioned earlier that folks are 
ashamed when they become victims of scams, so it's trying to 
get past that stigma so that they can let us know what that new 
scam is or what that new tactic is, the nuance as the----
    Senator Britt. As she just mentioned, some of them are 
still in denial about the process as well.
    Ms. Lybarker. Right.
    Senator Britt. It takes a minute, so----
    Ms. Lybarker. Yes. I mean, because they will stay on the 
phone with them while they go to the pharmacy store to get the 
gift card, to activate it, and all this. They kind of hook them 
in and keep them--keep them in there. So the reporting is very 
helpful for us.
    Senator Britt. OK.
    Ms. Lybarker. Then we can get it out through the media 
doing a scam alert or a press release to try and get as many 
people out there to know----
    Senator Britt. So real quick, if you are watching this, I 
want all the people in Alabama to know that if you are a victim 
of this, we need you to report it.
    Ms. Lybarker. Yes.
    Senator Britt. Step one, we need you to report it. OK. 
Continue.
    Ms. Lybarker. They are not alone. They are not alone.
    Senator Britt. You are not alone. Go ahead.
    Ms. Lybarker. We're more than happy to walk you through 
that, and hopefully be able--we can assist in some 
circumstances, especially in the area of gift cards, which is 
the number one way that our folks in South Carolina are making 
payments to scammers is that we have contacts that we can 
hopefully quickly--if you notify us as soon as you realize it, 
we may be able to get those monies back for you.
    Senator Britt. And that's great, the reporting element. I 
had--I had a young man that I worked with that had this very 
thing happen with gift cards, and so the--but the reporting 
element I think is what we're missing here.
    Ms. Lybarker. Yeah.
    Senator Britt. So keep going. What else?
    Ms. Lybarker. And that allows us--because education, we 
say, beware and share. We give the information out to the 
consumers, and we encourage them to share it with their family 
and their friends, so that everybody knows what those, you 
know, red flags are of the scam and where they can go to for 
those resources to spread that word, because we certainly can't 
do it on our own.
    Senator Britt. And can you tell me what type of educational 
outreach that you're doing there in South Carolina to let 
people know of this? Obviously, we need people to report it. 
Then you can--you mentioned putting, you know, some type of red 
flag out, but can you tell me what else you are doing from your 
department to educate people on this?
    Ms. Lybarker. Sure. So presentations, in person and 
webinar, is our number one go-to.
    Senator Britt. OK.
    Ms. Lybarker. It is that face to face. I mean, that's--we 
have our ``Ditch the Pitch'', guard against guiding scams. It's 
our number one publication that we released that kind of gives 
the pitch that a scammer will use and top tips on how to defend 
against that scam and then what to do if you do give your 
information to a scammer.
    And so us being able to get out there and spread that 
information is really helpful, and then the webinars, too----
    Senator Britt. OK.
    Ms. Lybarker. ----you know, makes it very easy for us to do 
that. But the partnerships really is a huge way to disseminate 
that information and to make sure that everybody knows what 
everybody else is doing and where they can refer folks to. And, 
again, get it out to the masses.
    Senator Britt. Absolutely. And in my last few seconds here, 
we are going to try to push this out to as many Alabamians as 
possible. Can each of you give a piece of advice to my 
constituents about how to be vigilant in this area?
    Ms. Nofziger. Thank you. I would say, first and foremost, 
understand that this is a problem that affects anyone of any 
age. It doesn't matter your education level. I think a lot of 
people don't think it's going to happen to them. So when you 
see an article in your local paper, or in your AARP magazine, 
read it because a lot of people bypass it.
    Senator Britt. Absolutely. Thank you.
    Ms. Lybarker. Yeah. The number one thing is if you get that 
cold call, that email, that text, no matter how it's coming to 
you where somebody is asking for that personal information or 
that money, it's a scam.
    Senator Britt. It's a scam. Don't click on it, don't 
respond.
    Ms. Lybarker. Right. Don't--it doesn't matter who they say 
they are----
    Senator Britt. Got it.
    Ms. Lybarker. ----cutoff the communication, reach out 
directly to who they say they are with a phone number that you 
know belongs to them.
    Senator Britt. Thank you.
    Chair Brown. Thanks, Senator Britt. Senator Warner of 
Virginia is recognized. Oh.
    Senator Britt. Do you mind if----
    Chair Brown. Oh, I'm sorry.
    Senator Britt. We're trying to get some good information 
out----
    Chair Brown. I'm sorry.
    Senator Britt. ----to constituents. Thank you.
    Ms. Harris. I was just going to say, we try to--we would 
really like people to already have a list available to them by 
their phone of places--people they can check with.
    Senator Britt. OK.
    Ms. Harris. Places that they can call. So if you get a call 
and it's asking you for money, it's a scam. But sometimes it's 
hard for people to recognize that. So if you're asked to make a 
big decision in a very short period of time, then have numbers 
of a friend. Have numbers of your local police department. Have 
numbers of the Consumer Protection Agency near you.
    If you have those in advance, you are more likely to dial 
those numbers to get help than before you step deeper into that 
scam.
    Senator Britt. That is great advice. Thank you so much. I 
appreciate what you all are doing.
    Chair Brown. Thank you. Senator Warner of Virginia.
    Senator Warner. Thank you, Mr. Chairman. Appreciate you 
doing this. You know, I think all good advice. I appreciate all 
of that. I know in Virginia, according to the FBI's Crime 
Complaint Center, scammers stole more than 64 million from 
Virginians over 60 about 2,500 cases.
    I'm going to cite a case in Virginia, but it kind of brings 
back a little bit of memory to me. I remember when my dad 
passed away--and he had actually told me a little bit before, 
and this was a couple years back--I'm not sure it would be 
formally scams, but he had been on the line buying kind of 
penny stocks of mining operations that sure as heck I don't 
think were SEC sanctioned.
    So this is not a new phenomenon. I do think with technology 
tools it has gotten a lot worse. Matter of fact, a lot of this 
came to attention because there was a gentleman in Virginia 
named Larry Cook, retired Navy captain, I think probably--and 
you all are aware of this case. You know, after suffering from 
a stroke in 2019, he became a victim of an international 
phishing scam, and initially stole 49-grand from him. At the 
time of his death, he had made 74 additional wire transfers, 
$3.6 million.
    It allowed the General Assembly in Virginia to pass 
something called Larry's Law that has improved--we have 
actually done some of that already in the Federal legislation 
that was passed years back, which was a piece of this, and I 
think this will--I'll start with our--Ms. Harris and Ms. 
Lybarker--to make sure that our financial institutions are--
employees are better trained to spot some of this behavior.
    How do you think we've done on that? And is there more that 
we could do at the Federal level?
    Ms. Harris. Yeah. I think to require--I think to require 
banks and financial companies to actually educate tellers. We 
have a scam bingo game, too, and we were playing it once, and a 
woman from another county came to the game. And she stood up 
during the game and said that she had been she had received an 
email that told her that there was something wrong with her 
account.
    So she printed out the email. She got online. She looked at 
her account. There was nothing wrong. She went to the bank. The 
bank teller looked at the account, said, I can't find anything 
wrong. And she showed her the email. The bank teller called the 
scammer's number on the email, talked for a minute, hung up the 
phone, circled the number, handed it back to her and said, oh, 
you need to call them to work it out.
    I mean, they're just--I mean, I understand that banks have 
a lot of turnover, and I know they are trying very hard.
    Senator Warner. I've got to--let's go to--because want to--
--
    Ms. Harris. I'm sorry.
    Senator Warner. I want to try to get three questions in.
    Ms. Lybarker. Yeah. Education and awareness is important 
for consumers, but the businesses as well, when they are on 
that front line where the consumer especially is coming in and 
having that face-to-face communication, they are in a great 
position to be able to talk to the consumer from that side of 
things, try and get past that emotional component that was 
talked about earlier, but then also they they know what red 
flags are, right? We have some of those at the levels--at the 
Federal level for identity theft, but it would great to have 
some for the scam component, too.
    Senator Warner. Well, I wonder as well, because, I mean, 
the Larry's Law case in Virginia, the scammers were actually 
based in Thailand. So there's even--you know, I'm chair of the 
Intelligence Committee. I think there is coordination--we need 
to have, you know, IC and law enforcement community involved.
    I'm curious as well, as somebody who has focused a lot of 
time on cybersecurity, you know, I think back to the OPM 
breach, I think back to the Equifax breach, you know, more 
recently the August announcement of the public data breach that 
a lot of seniors' information--I think the breach was in April, 
but didn't get reported until August.
    Do we think that lax cybersecurity on some of these massive 
data bases led to some of this activity? I believe--have we 
seen any connection, Ms. Nofziger, from AARP part as well? Have 
you seen?
    Ms. Nofziger. Thank you for that. I mean, I certainly think 
it's a possibility that all of our information is out there, 
and that's one of the things that we try to tell people is that 
our information is out there, and so this is what you can do to 
be proactive to protect yourself. Put a freeze on your credit 
report, check your credit report, do every proactive measure to 
keep yourself safe, because every day goes by when one of us 
gets a notification about a breach.
    Senator Warner. But that puts the burden back on the 
consumer. What I guess I'm--maybe I should go back to our 
regulators are--like, if bad cybersecurity hygiene is leading 
to ability for scammers to gain data that has personal 
information about calling that vulnerable senior, you know, I 
think we'd need to better connect the dots.
    And, frankly, at some point you--this is where I am 
thinking some of these areas, we need minimal cybersecurity 
standards, because at the end of the day the victim, you know, 
may be victimized by this effort, but they're not--my time--let 
me get my last point in, Madam Chair, so I've got a question on 
this.
    AI, AI, AI--I think a lot of great upside on this. We've 
got a hearing next week on how AI tools are potentially 
manipulating our elections. But, boy oh boy, you talk about a 
brand-new, open running field in scamming. I'm almost surprised 
we have not seen more, but deep think technology literally gets 
better not on an annual basis, on a monthly basis.
    And I would hope that we could take a look at some of--I 
would point out--if Senator Klobuchar was here she would make 
the point--you know, when we haven't done anything at the 
Federal level, States--and not kind of what you'd normally 
think--a State like Texas has already taken this on on AI 
manipulation of political ads. And if--this ought to be a place 
where maybe we--I wouldn't often say we ought to be following 
the Texas legislature, but this might be one where we take a 
lesson.
    Thank you for giving me the extra minute.
    Senator Smith [presiding]. Thank you, Senator Warner. 
Senator Van Hollen.
    Senator Van Hollen. Thank you. Thank you, Madam Chair. 
Thank all of you for your testimony. And all of us have stories 
to tell about what's happening in each of our States, because 
this of course has been a terrible sort of national phenomena, 
the defrauding of Americans, these scams, and especially 
targeting seniors.
    According to the FBI's Annual Crime Report, almost 2,000 
Marylanders over the age of 60 lost a combined $72 million due 
to fraud in 2023, with the top five most common crime types 
including Government impersonation, investment scams, and 
romance schemes, among others. And I know this is a pattern 
that you are seeing around the country.
    You know, one of the challenges is that these scams have 
gotten more sophisticated over time. I mean, we've been having 
to deal with scams, obviously, throughout our history, but they 
seem to be getting more sophisticated.
    So, Ms. Nofziger, if you could just talk briefly about, you 
know, what additional tools that we need to fight these more 
sophisticated techniques on the--you know, being perpetrated by 
the fraudsters.
    Ms. Nofziger. Thank you for that question. I certainly 
think data-sharing amongst all regulators and law enforcement 
needs to increase, so we can share what is happening, and so we 
can fight it. But I'll say, with the onset of--I heard AI 
earlier. With the onset of what we're seeing in our communities 
with the crypto ATM machines and that technology, that is 
certainly changing the game of fraud, and so we really need to 
work together to see how we can slow the funds going through 
those cryptocurrency ATM machines.
    I had a woman recently who spent 2 hours inserting $80,000 
in cash into one of those crypto ATM machines, that the 
employees at the store actually brought her a chair because she 
looked tired. So when we talk about technology, that's 
certainly something I would like to see.
    Senator Van Hollen. And you sort of touched on the next 
area that I wanted to investigate, and really welcome all of 
your answers here, with respect to the use of crypto as part of 
these schemes, because the FBI's Internet Crime Complaint 
Center's Elder Fraud Report in 2023 highlights crypto as the 
most common tool used by these illicit actors to scam 
vulnerable people. And this is a worldwide phenomenon.
    I had a constituent case where a senior from Rockville, 
Maryland, fell victim to a scam on the Chinese app WeChat. 
After several months of friendly interaction, this constituent 
was conned into sending $300,000 in what he assumed was an 
investment app focused on crypto investments.
    Unfortunately, the funds were transferred into accounts 
outside of American jurisdiction in Hong Kong. And despite them 
being informed that this was obviously a scam by a Citibank 
employee who said this has got all the markings of a scam, the 
transaction was completed.
    So how does the use of these tools, like cryptocurrency, 
outside of the regular--regulated financial system, how is it 
being used more and more by scam artists? And what can we be 
doing about it? Maybe if we just quickly go down--down the 
line. Thanks.
    Ms. Nofziger. It's definitely being used. I mean, we 
started hearing about cryptocurrency--ATMs and then 
cryptocurrency investment fraud probably about 4 years ago. And 
it doesn't matter your age or who you are. It's affecting 
everyone and now it's coming in via text messages, and we're 
seeing it online as well. So it is a big problem that we need 
to really focus on.
    Ms. Lybarker. At our office, we regulate non-depository 
financial institutions, but money transmitters are regulated 
through our State attorney general's office. And it's a model 
law that would bring in these crypto ATMs, but it doesn't have 
a component about the scam side of things.
    We had heard--I think it was Connecticut that had a bill 
that they were contemplating and may have even passed that 
would allow a person who, if it was their first time utilizing 
a crypto ATM, would be able to cancel that transaction within 
48 hours, to try and give that kind of space for them to step 
back from it and see whether or not they thought that it was a 
scam.
    So that's something that we've been talking to other State 
regulators about.
    Senator Van Hollen. Thank you.
    Ms. Harris. And I would say that--that the holds could be 
longer, both for banks--I mean, there is a little period where 
consumers can try to get their money back if they transfer 
money by wires. That doesn't exist for crypto and for most of 
the peer payments. And even for gift cards, really, there is 
nothing.
    And, you know, we see the gift card companies put caps on 
how many gift cards you can buy, but then they just go to 
another store and buy more. And it's the same with crypto, for 
that matter.
    But I think we really need to have, like, baked-in consumer 
protections that allow people who are scammed to get their 
money back. And I think that these institutions may have to 
have some skin in the game to give them the gumption to figure 
out the tools to do it.
    Senator Van Hollen. Thank you. That was very helpful. I'll 
look into the Connecticut law and that kind of approach. Thank 
you.
    Senator Smith. Thank you, Senator Van Hollen. Senator 
Warren.
    Senator Warren. Thank you very much. And thank you for 
holding this hearing today, and thank you all for being here.
    So I want to ask about someone later in life, maybe someone 
whose spouse passed away a few years ago, who has, you know, 
recently started spending more time online, maybe a dating app, 
they try to meet someone, they talk about food, they talk about 
work, family, friends. It just feels good to have someone to be 
able to interact with.
    And for weeks, maybe even months, the subject of money 
never comes up. And then one day the new online friend reveals 
how much money they have just made in this amazing investment.
    Now, our senior, very suspicious, not easily tricked, quite 
reasonable person, they don't send a dime to the online 
acquaintance. In fact, to reassure our senior, the only 
acquaintance says, you know, you should set up your own trading 
account and load your money directly into it. I certainly 
wouldn't want any access to that.
    And the online acquaintance says, all I'll do is just give 
you some tips on good times to invest and the kind of 
investments you want to make. That seems so safe to someone.
    So, Ms. Nofziger, you lead the AARP's Victims Support Team. 
Does this story sound familiar to you?
    Ms. Nofziger. Yes. We hear this every day. This sounds like 
a romance scam/cryptocurrency scam.
    Senator Warren. Uh-huh. And this scam I assume starts 
small. Maybe the scammer starts out saying invest $100, so the 
senior sets up the account, deposits $100. And from what it 
looks like on the website, within a day, there's $200 in the 
account. Absolutely doubled their money in a day. So they load 
another 200 in, and then 400 in, and it just keeps growing. Now 
they've got $1,000 in this account, even though they've only 
put $400 into it.
    Then they get the message from the online friend, this is 
the moment, this is the moment to go big, the investment is 
about to go through the roof. So our senior withdraws money 
from their retirement account, puts it in this great new 
investment, and over a few months' time our senior has now 
invested $300,000 on this website, and it shows them that the 
$300,000 has ballooned to $3 million. Of course, the senior 
doesn't know it yet, but the dashboard is entirely fake. There 
is no $3 million. And, of course, the $300,000 has completely 
disappeared.
    So, Ms. Nofziger, when do the victims discover that they 
have been defrauded?
    Ms. Nofziger. It depends. I mean, sometimes they will try 
to withdraw that money and they will say, oh, no, you have to 
pay another 5,000, you know, penalty feel or taxes, and so the 
victim thinks, oh, what's another 5,000 at this point? I 
already have 3 million. Why not? So they will put that in.
    And then that's when the doubt starts to seep in, but, 
unfortunately, we have heard on the helpline that people don't 
realize it until every single penny is gone.
    Senator Warren. Right. And this is why I think it's so 
important to underscore this. I'm all for being able to get 
your money back in 48 hours, recognizing that is better than no 
time at all. But we're talking about the money has disappeared 
weeks earlier, sometimes maybe even months earlier.
    And the story I have told is not just a hypothetical. This 
is based on countless true stories, including one specifically 
from a victim in Massachusetts. According to the FBI, 
Massachusetts residents lost $85 million to romance or fake 
investment scams last year alone. In the last 4 years, 
consumers around the globe are estimated to have lost $75 
billion.
    So, Ms. Nofziger, once the crime has been reported, is law 
enforcement able to get the money back for victims?
    Ms. Nofziger. We certainly encourage every victim to report 
to law enforcement, but law enforcement tells me it's very 
difficult to claw that money back because usually it is sent on 
a digital currency platform, and is also sent overseas. And, as 
you said, oftentimes it's not reported in a timely manner, but 
we still always encourage to report.
    Senator Warren. So what more can the Federal Government do 
here?
    Ms. Nofziger. I--thank you. I think there is better 
coordination, better data-sharing, and I think there is just 
maybe more resources and education that we need to put into law 
enforcement to understand how this money is being sent and to 
understand it because this is such a new technology. I mean, 
crypto is fairly new to a lot of people.
    Senator Warren. So let me just make sure I'm understanding 
your last point there. These happen using crypto, is that 
right? And so are you suggesting that maybe better regulation 
here would be useful?
    Ms. Nofziger. I'm not sure if I'm suggesting that, but what 
I'm saying is I think there is just a lot of misunderstanding 
about what crypto is, where it's going, how it's being used. I 
certainly know that a lot of the people who call our helpline 
don't even know it, even though they are investing in it.
    Senator Warren. OK. So we need to do more to shut down 
these criminal gangs and to help the hardworking Americans who 
are losing their life savings to these scams every day. And I 
appreciate the work that all of you are doing. Thank you.
    Thank you, Madam Chair.
    Senator Smith. Thank you so much. Senator Helmy, welcome to 
the Committee.
    Senator Helmy. Thank you, Chair. I appreciate being here 
and appreciate this being my first opportunity on the 
Committee.
    And to speak of the timeliness of this issue, literally, 
this morning one of the first calls I took was from a consumer 
protection advocate in one of our more populated counties 
talking about this hearing and what she is seeing in seniors in 
Hudson County, New Jersey.
    So, to Ms. Nofziger, thank you for being here and for the 
work you are doing, especially what your organization is doing 
in New Jersey.
    And to Mses. Lybarker and Harris, thank you for your 
service and the ever-growing, unfortunately, importance of your 
positions.
    I would just pick up a thread that was left about this 
importance to New Jersey. According to the FBI's most recent 
IC3 Elder Report, New Jersians reported over $100 million in 
losses to scams and frauds, predominantly among our elder 
community, which is a huge sum to anybody, but, specifically, 
as you talk about fixed income communities, it's a massive 
amount.
    Ms. Nofziger, if I can ask you, earlier this year there was 
a massive data breach at the background company National Public 
Data. In my opinion, rather underreported given that as many as 
2.9 billion personal records may have been exposed with names, 
addresses, Social Security numbers, and other personal 
information.
    As law enforcement works to determine the extent of the 
breach, it's obviously imperative that as many Americans as 
possible, especially our seniors, take steps to protect their 
financial accounts and their credit. If I may ask, what is AARP 
doing to inform our seniors of the breach and to inform them of 
steps they can take to protect their credit?
    I would ask you, additionally, what more can Congress or 
State houses be doing to help as a part of the information 
process, providing best practices to this community, and tools 
for technical assistance for monitoring and reporting of 
suspicious activity? Thank you.
    Ms. Nofziger. Certainly. Thank you for that question. 
Anytime there is a data breach, the calls on our fraud watch 
network helpline spike, because this is very concerning to a 
lot of Americans, and primarily older Americans, when they get 
notification that their information is out there.
    So we certainly work one on one with them and help them 
through that process. We help them understand how to check your 
credit report, freeze your credit.
    And then AARP has 53 State offices across the country and 
thousands of volunteers and 35 million members, so we certainly 
take that opportunity to put articles and information in our 
two publications, AARP Magazine and the Bulletin, to get the 
word out.
    But one of the things we want to do with these data 
breaches is not scare people. We want to empower people to take 
action. So anything that AARP can do with State and Federal 
regulators to look at, you know, better protections for older 
adults is certainly something that AARP would love to work with 
people with.
    Senator Helmy. Thank you. If I may stay with you and pick 
up on a thread that Senator Warren left. You know, we have all 
read these articles. I recently read an article in a New Jersey 
publication about a 73-year-old woman who was scammed out of 
about $50,000 by a stranger she had met on Facebook.
    You know, unfortunately, as mentioned, many of the 
investment scams start in a very similar fashion, whether it be 
on Facebook, a comment on Twitter, other messaging apps, or 
LinkedIn. You know, the common thread here is there was a 
starting point for many of these that begins on messaging apps 
or social media.
    Again, staying with you, you know, the trend I think we're 
all seeing, is there more that social media companies could be 
doing to limit the ability of scammers to operate on their 
platforms? And is there more oversight that Congress can be 
providing? And how so?
    Ms. Nofziger. Thank you for that. You know, I am here 
really to represent the victims of fraud and the AARP helpline. 
So, on the oversight part, I can certainly take that back to my 
team. But what I will say is I think that this is actually 
where we could utilize some of the AI for good and use some of 
the AI to monitor a lot of those messaging apps, a lot of the 
stuff on, you know, whether it's Facebook or Twitter, to pull 
out the bad actors that are using the same scripts, because we 
know that a lot of people and their fraudsters are meeting on 
these social media apps.
    Senator Helmy. Yeah. I think the point and the conclusion, 
right, that we draw is to, again, Senator Warren's point, by 
the time someone finds out, the money has been gone weeks, if 
not months; the data has been gone weeks, if not months. In the 
national public data issue, it was, you know, December '23 is 
when a number of these attacks started, and it was April '24 I 
think when folks started to know that the information was out 
there.
    And if we know that the starting point for most of these 
engagements starts on a social media company, there's probably 
an opportunity to try to get there at the starting point 
instead of, you know--or I'll ask Mses. Lybarker and Harris on 
the law enforcement piece, and if I can ask you both the same 
question, you know, the unfortunate trend--and, again, this was 
part of the conversation I had with an individual in Hudson 
County today, it's tremendously difficult to catch these 
perpetrators and bring any type of relief to the victims.
    If I can ask both of you, what are the challenges that you 
are seeing: (a) in reporting; and (b) when it is reported and 
law enforcement being able to--to go after any of these 
perpetrators and secure any relief for those impacted?
    Ms. Lybarker. Sure. So I think the challenge that we had 
talked about previously was reporting at all. A lot of folks 
are ashamed. They are embarrassed. They have given their funds 
up to a scammer, and so getting people to let us know and to 
make us aware of what's going on out there is number one.
    And then, on the law enforcement's perspective, because 
it--it is outside of the country a lot of times, it makes it 
difficult for them to do anything about it. Education is a 
component of it that they try to engage in with the consumer, 
but it's after the fact to that degree.
    We're members of the FTC Sentinel data base where we report 
scams and we report complaints as are several other law 
enforcement agencies and folks at the local level and State, 
the Federal level, so that it compiles all of this information 
in hopes of being able to give the information to those 
agencies that have the jurisdiction over the matter and to see 
the patterns and practices and the trends to utilize those 
multinational agreements that they have to try and get to where 
these are originating from.
    Ms. Harris. I just want to say that we--we face challenges 
just getting some of these social media sites to take down scam 
pages, right? So we had a--we had a person who had been through 
a trauma and she was very traumatized. She lost money to a 
scam. And because she was so desperate for money, they hit her 
again and told her she had won a Government grant and those 
don't exist.
    And the person pretended to be from HHS, and she 
encountered them on Facebook and she had sent lots of money, 
and she was getting antsy and she wanted--she called our office 
not to report a scam but to get help getting HHS to cough up 
this grant.
    And so we--my investigator looked at the page. It was--
there was a picture of--it was an actual Government employee, 
you know, a woman in a suit, American flags behind her, and 
this is how she was contacting people. But her--you know, 
things people posted weren't public, right?
    So we just went in on our page--you know, we're on a 
Government page, right--and we clicked the fraud button, Report 
Fraud, and we got back the same message that you would get if 
you just reported somebody's objectionable content, right? So 
nothing happened. The page didn't come down. So we found a 
contact for the company, and we sent them the information, and 
they said, page down. So then this woman came back to us later 
and she was still in contact with other people in HHS on the 
same social media site. And so we looked for the same--we just 
did a search for the same photo, right? We're not AI. We're 
just people looking up photo images, find, you know, 10 more 
pages with that photo, and more sites also claiming to offer 
HHS grants. And I just want to know, if there are algorithms 
that predict everything in there that allow these sites, why 
not aim them at fraud? And why not give, you know, consumers 
and agencies a meaningful way to, you know, when they report 
fraud, to have those things immediately taken down to avoid 
harm to consumers?
    Senator Smith. Thank you. Oh.
    Senator Helmy. Thank you all.
    Senator Smith. Thank you, Senator Helmy. If you would like 
to wrap up, we're about 3 minutes over, so we need to wrap up.
    Senator Helmy. Thank you, Chair. Thank you all. Thank you 
all. I will just note Senator Van Hollen's leadership on some 
issues on bringing more resources to States to help combat some 
of this. Thank you, Chair, and thank you to Chairman Brown. 
Very important hearing, and I appreciate being a part of it. 
Thank you.
    Senator Smith. Thank you so much.
    Well, I want to thank all of our witnesses for being with 
us today. For Senators who wish to submit questions for the 
record, those questions are due 1 week from today, on Thursday, 
September 19. The witnesses will have 45 days to respond to any 
questions. So thank you very much to all of you for this great 
hearing. And, with that, this hearing is adjourned.
    [Whereupon, at 11:25 a.m., the hearing was adjourned.]
    [Prepared statements and additional material supplied for 
the record follow:]
               PREPARED STATEMENT OF CHAIR SHERROD BROWN
    I call this hearing to order and welcome our witnesses.
    As we begin, I'd like to take this opportunity to welcome Senator 
Helmy to the Banking and Housing Committee. We're excited for him to 
join us, and I look forward to working together.
    Welcome, Senator Helmy.
    In the Old Testament, Jacob tricked Isaac and took Esau's 
birthright. The American public first heard of Charles Ponzi in the 
1920s.
    So scams and frauds are nothing new.
    But in the last few years, what used to be a trickle of scams--a 
suspicious email now and then--has started to feel like a flood.
    These scams can start with a simple text from what seems like just 
a wrong number. Or they can be more devious--a call disguised to look 
like it's from a friend or the local bank. The most manipulative ones 
use artificial intelligence to disguise their voice or to mimic a 
family member.
    Once they've made contact, the scammers go to work.
    They might claim to have something in common with you, or be a law 
enforcement agent who needs help cracking a case. They might claim to 
be interested in a romantic relationship, or even say a child or 
grandchild is in trouble and needs help.
    The scammers will use information found online or the dark web to 
customize their scams to their target--an American who has worked hard 
and saved for their retirement and their family's future.
    The messages may be quick and urgent; or they may be intermittent, 
with the conversation stretching on for months as the scammer builds a 
relationship.
    But they always end the same way: a con that drains as much of 
someone's savings as possible.
    Today, the data backs up what Americans have experienced--scams and 
frauds have never been more pervasive. And criminals will use any means 
they can to steal Americans' hard-earned money--wire fraud, peer-to-
peer platforms, check fraud.
    In Ohio alone in 2023, more than $126 million dollars were reported 
lost to fraud. $126 million.
    The stories are heartbreaking:
    A senior in Warren lost $127,000 lost to criminals posing as bank 
employees.
    A man in Mayfield Heights lost $80,000 to a fake investment scam.
    One group running romance scams laundered nearly $12 million in 
Central Ohio.
    And it's happening across America. According to the Federal Trade 
Commission, $10 billion were reported lost to fraud nationwide in 
2023--an increase of over $1 billion from the previous year.
    In 2023, consumers around the country lost at least $270 million 
through wire fraud.
    And those are just the scams that are reported. We know that many 
people are reluctant to come forward and report their losses--
embarrassed to admit they were conned.
    They shouldn't be. These scammers are professionals using all kind 
of new technology to be harder and harder to detect, even if you try to 
be vigilant. And these criminals want those they target to feel ashamed 
and scared to come forward, so they can continue scamming others.
    While these scams can--and do--affect Americans of all ages, 
seniors face the greatest threat.
    It's not just that they may be less familiar with some new 
technologies--they're the biggest target because of their retirement 
savings.
    I have spent my career fighting for working Ohioans' pensions. But 
fewer employers offer pensions, and more and more seniors have been 
forced to rely on personal retirement savings accounts, built over a 
lifetime of hard work.
    These accounts are particularly enticing targets for scammers. 
Americans over 60 represented more than half of the dollars lost to 
fraud in Ohio in 2023.
    Seniors are also especially reluctant to come forward. They may 
blame themselves. They don't want to be seen as unable to manage their 
own finances.
    But no American, young or old, should ever blame themselves for 
being defrauded by organized crime.
    Scammers use new technologies to stay a step ahead of law 
enforcement. They plan complex, sophisticated frauds that often stretch 
out over months. They'll use fake websites that are impossible to 
distinguish from real ones.
    And worst of all, they exploit our best instincts--to trust one 
another, to keep our families safe, to act quickly in an emergency.
    No wonder their schemes all too often succeed.
    We also know that many scams are now perpetrated by organized 
networks overseas--some managed by Chinese criminal gangs using slave 
labor.
    These criminals have kidnapped thousands of people, locked them in 
compounds in Southeast Asia, and forced them--under threat of torture--
to execute these scams against Americans.
    It's organized crime, human trafficking, and modern-day slavery 
come together with one sinister goal: to steal the nest eggs Americans 
have worked their whole lives to build.
    Individual Americans cannot fight this threat alone. And they 
shouldn't have to.
    Federal, State, and local law enforcement must work together, and 
they must have the tools and resources they need to fight back.
    But the private sector must also step up and do more to protect 
people.
    Many of these scams begin on social media. Tech companies must work 
to prevent these scams from taking root on their platforms.
    And when payment platforms fail to protect their customers from 
scams, it's on them to reimburse the scammed consumers.
    Payment platforms like Zelle, Venmo, and Cash App need to take 
responsibility for keeping their customers' money safe and secure, and 
reimburse more consumers who have been scammed on their platforms.
    Big banks, with all their vast resources and tools at their 
disposal, also need to do more to identify scams and stop consumers 
from losing their life savings through wire fraud.
    And with the rise in wire fraud, the Consumer Financial Protection 
Bureau needs to use its authorities to ensure big banks follow the law 
and protect consumers from wire fraud.
    Wall Street firms and tech companies see the same scams over and 
over. We know when something threatens their own profits, these big 
banks spare no expense to try to take it down.
    They ought to dedicate the same effort--I'd argue, a lot more 
effort--into protecting the money that customers entrust to them.
    Senators Hagerty and Tester have also introduced a bill to 
strengthen protections against financial exploitation for seniors by 
extending protections that exist for brokerage accounts to mutual 
funds. I appreciate their attention to this issue and look forward to 
working together.
    In communities across the country, State and local officials have 
been on the front lines in the fight against scams. Groups like AARP 
have also mobilized to protect seniors and consumers. And we all know 
that raising awareness about these types of scams helps stop them.
    One leader in these efforts is Ohioan Sheryl Harris, Director of 
the Cuyahoga County Department of Consumer Affairs.
    Today, we're fortunate to be able to hear from her about our work 
to protect Ohioans, and to hear from all our witnesses about the 
evolving threat from scams and frauds.
    I look forward to continuing to work with my colleagues to protect 
workers' savings.
                                 ______
                                 
                PREPARED STATEMENT OF SENATOR TIM SCOTT
    Thank you, Mr. Chairman. Thank you for being here today--all the 
witnesses.
    First and foremost, I want to start today by thanking our law 
enforcement partners at the State and the Federal level.
    Every day, our law enforcement members work tirelessly to combat 
crime -including financial crime--and to protect and defend victims in 
every community around the country.
    And that's exactly what the ``frauds'' and ``scams'' are. They are 
crimes, and the criminals who commit these crimes should be punished 
accordingly.
    I also want to acknowledge our regulators, both at the State and 
the Federal level, as well as our financial institutions and companies 
that work tirelessly to combat and prevent criminal actors from taking 
advantage of hardworking Americans.
    This includes their critical work educating consumers on the 
warning signs of popular frauds and scams.
    The first step to stopping fraud is ensuring people are equipped 
with the tools to recognize the very fraud that so many of us fall 
victim to.
    Criminals are inherently looking to benefit themselves without 
regard for the wellbeing of others--and certainly without respect of 
the law.
    And, unfortunately, criminals often prey on our most vulnerable, 
which of course would be our seniors.
    Unfortunately, it seems almost daily that I hear a horrible story 
of a hardworking Americans who worked their entire lives forced to come 
out of retirement after having their savings wiped out by the scams.
    My time as the Ranking Member of the Aging Committee allowed me to 
learn a great deal more about these types of crimes.
    In particular, the severe detriment they have on our Nation's 
seniors.
    That is why I advocated to holding hearings directly focusing on 
these types of fraud and issued an annual ``Fraud Book'' to bring about 
more awareness of these scams.
    Today, I look forward to hearing from the panel of witnesses in 
front of us today so that we can understand the new and emerging 
solutions to this epidemic.
    And it is my hope that this will not simply turn into a blame game 
of who's responsible--whether it's financial industries whether it's 
the scammers. We need all hands on deck to solve the problem that we 
face today and to help protect more Americans from the challenges that 
they have once their savings are gone.
    I believe, frankly, that part of the solution starts with 
education.
    And through my time in Congress, I've continued to promote 
financial education and financial literacy, because those as my top 
priorities allows us to address the very challenges that so many 
Americans face.
    If we can help more Americans access financial education, we can 
help them have the tools to both protect themselves, as well as achieve 
financial freedom.
    This is why I am so pleased to have Carri Grube Lybarker with us 
today. She's the Administrator of the South Carolina Department of 
Consumer Affairs before us today and she will share her perspective and 
some of the things you've been doing to help combat these challenges.
    I love this ``Ditch the Pitch.'' Sometimes the fewer words you use 
the more you actually say--the more effective you are at communicating. 
And I will say in a world that is unfortunately moving at a faster 
pace, the longer we have to listen sometimes the less we actually 
absorb. And so, ``Ditch the Pitch'' gives us at home in South Carolina 
an opportunity to learn ways to reduce the impact of scams and frankly, 
to detect them quickly, and perhaps avoid them all together.
    Our Nation's seniors are not the only ones affected by these 
crimes, and these criminals are looking for new targets every single 
day.
    Criminals are unfortunately smart and agile.
    Just like we are working to use new technologies to drive 
efficiencies and choice-criminals are using new technologies to pad 
their own pockets at someone else's expense.
    That's why we must adapt and continually work to innovate. We must 
also work to educate and combat criminals using these same technologies 
for ill gain.
    And let's not forget what we heard in February when this Committee 
examined check fraud, old technologies are also being used to exploit 
in an increasing frequent manner.
    I'll close like I started.
    I am grateful for the work our law enforcement, our regulators, and 
our financial institutions--what they're doing together to combat and 
prevent financial crime.
    And I am really proud of a lot of the good work being done to 
better educate people of all ages on the frauds and scams they face.
    Today, I hope we hear other ideas on how we can improve our 
technology, education, and other approaches to stopping these crimes--
all the while making sure we are not incentivizing new, or additional, 
criminal acts.
    Thank you.
                   PREPARED STATEMENT OF AMY NOFZIGER
       Director of Fraud Victim Support, AARP Fraud Watch Network
                           September 12, 2024
                           
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               PREPARED STATEMENT OF CARRI GRUBE LYBARKER
   Administrator and Consumer Advocate, South Carolina Department of 
                            Consumer Affairs
                           September 12, 2024
                           
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                  PREPARED STATEMENT OF SHERYL HARRIS
    Director, Cuyahoga County, Ohio, Department of Consumer Affairs
                           September 12, 2024
                           
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              Additional Material Supplied for the Record
              
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