Retirement Loan Eraser

Meet Our Team

Custodia Financial is the innovator behind Retirement Loan Eraser (RLE). We are passionate about RLE because we believe it is a breakthrough solution to the serious problem of 401(k) loan leakage.

RLE was developed by a team of experts who have joined forces to champion it in the marketplace and includes executives, retirement industry veterans and thought leaders from some of the country’s leading financial institutions. Each team member shares an excitement for RLE as a solution to the systemic industry problem of loan defaults.

Chief Executive Officer

Tod Ruble

Mr. Ruble’s career has spanned a broad array of financial services, including commercial real estate, investment banking, and insurance and benefits. His proven successes in identifying emerging trends, creating strategic vision, and building successful...

Chief Financial Officer

Kevin Smart

Kevin Smart joined Custodia in 2010 as Chief Financial Officer. He is part of the leadership team working to champion a comprehensive solution to the systemic problem causing more than $6B of retirement leakage from 401(k) plans annually.

Executive Vice President, Operations

George White

George White joined Custodia in 2016 to head up operations for RLE. He is part of the leadership team who champions RLE as a breakthrough solution that prevents 401(k) loan defaults before they occur.

Chief Technology Officer

John Steinmeyer

John Steinmeyer joined Custodia in January 2015 to ensure a smooth market integration of its proprietary RLE platform to a rapidly growing pipeline of customers. Prior to Custodia, Mr. Steinmeyer served as a Vice President...

Executive Vice President

Rennie Worsfold

Rennie Worsfold is Executive Vice President, responsible for Retirement Loan Eraser distribution. Mr. Worsfold is part of the leadership team at Custodia Financial, a unique consortium of retirement industry experts who embrace a clear vision: Improving retirement outcomes by eliminating 401(k) loan defaults.

Senior Executive, Strategic Accounts

Sandy Tassinari

Sandy Tassinari is a Senior Executive for RLE strategic accounts at Custodia Financial. Ms. Tassinari has over 35 years of experience in the benefits field. Prior to joining Custodia, she spent four years at Voya Financial...

Senior Executive, Strategic Accounts

Terri Johnson

Terri Johnson is a Senior Executive for RLE strategic accounts at Custodia Financial. Previously, Ms. Johnson held management positions with Wells Fargo and First Trust, an organization that is now US Bank.

Independent Advisor

Dave Liebrock

For 30 years, Mr. Liebrock had a successful career as one of the industry’s leading retirement plan executives, with prominent positions at Fidelity Investments and most recently with CAPTRUST as a member of their Advisory Board.

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