Custodia Financial is a social impact Insurance Technology organization whose goal is to provide an important service to society and deliver superior returns to its stakeholders.
Retirement Loan Eraser, “RLE”, is a proprietary Insurance Technology product offered by Custodia Financial. RLE is the only 401(k) loan insurance program that helps repay an employee’s loan in the event of involuntary job loss, disability, or death.
Meet our team of retirement experts that includes former senior executives from Fidelity Investments, CNA Financial Corp., SunGard, Voya Financial, Wells Fargo and more.
Chief Executive Officer
Tod Ruble
Tod A. Ruble is Custodia Financial’s founder and CEO, and leads the firm in pursuit of its sole purpose: to safeguard Americans’ retirement security by preventing 401(k) loan defaults.
President
Mark Herman
Mark Herman is President of Custodia Financial. Mr. Herman has deep insurance and operational experience, which he uses to lead Custodia's operational development and growth. Mr. Herman previously supported the company as an investor and strategic advisor.
Chief Financial Officer
Kevin Smart
Kevin Smart joined Custodia in 2010 as Chief Financial Officer. Kevin 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.
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, John served as Vice President of Software Development at SunGard Relius.
Chief Marketing Officer
Bill Ogle
Bill Ogle is Custodia Financial’s Chief Marketing Officer, responsible for all marketing, brand positioning, communications, and public relations for the company and for its product Retirement Loan Eraser.
Executive Vice President, Operations
George White
George White joined Custodia in 2016 to lead operations for Retirement Loan Eraser. He is part of the leadership team who champions RLE as a breakthrough solution that prevents 401(k) loan defaults before they occur.
Senior Executive, Strategic Accounts
Sandy Tassinari
Sandy Tassinari is a Senior Executive for RLE strategic accounts at Custodia Financial. Sandy 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, Terri held management positions with Wells Fargo and First Trust, an organization that is now US Bank.
Executive Director of Sales
Niles Monica
Niles Monica is the Executive Director of Sales for Retirement Loan Eraser at Custodia Financial. Mr. Monica has 20 years of experience in the defined contribution field.
Chief Diversity Officer
Tony Nelson
Tony Nelson is Custodia Financial’ s Chief Diversity Officer. He has had a long and impactful career in the insurance and benefits industry.
Meet the members of our growing Strategic Advisory Council (SAC). The SAC advises Custodia on a range of strategic issues, including product development, distribution, insurance, and regulatory matters.
Strategic Advisor
Dave Liebrock
Dave Liebrock is a Member of Custodia Financial’s Strategic Advisory Council (SAC). In this role, he is active as an expert advisor and industry advocate, supporting distribution efforts for Retirement Loan Eraser, Custodia Financial’s groundbreaking loan protection program.
Strategic Advisor
Bradford Campbell
Bradford Campbell is a Member of Custodia Financial’s Strategic Advisory Council (SAC). As a partner of the law firm Faegre Drinker Biddle & Reath LLP, Brad provides guidance and subject matter expertise on regulatory matters, legislative issues, and public policy.
Strategic Advisor
Roger Ochs
Roger Ochs is a Member of Custodia Financial’s Strategic Advisory Council (SAC). In his role on the SAC, Roger provides guidance and subject matter expertise on corporate matters, capital markets, and corporate governance.
Strategic Advisor
Chuck Hill
Chuck Hill is a Member of Custodia Financial’s Strategic Advisory Council (SAC). In his role on the SAC, Chuck provides the “voice of the plan sponsor,” and supports distribution efforts for Retirement Loan Eraser across his broad network of senior HR executives and industry practitioners.
Custodia Financial Announces Tony Nelson as Chief Diversity Officer
April 26, 2022
DALLAS, April 26, 2022 /PRNewswire/ Custodia Financial today announced that insurance veteran J....
Nearly $2T in American Retirement Savings Can Be Protected by Adopting Auto-Enrolled 401(k) Loan Protection, New Research Shows
April 5, 2022
A remarkable $1.96T in retirement savings can be preserved if employers automatically enroll...
Custodia Financial Announces Free Access to Form 5500 data via Fast5500.com
January 27, 2022
Custodia Financial, the innovator behind Retirement Loan Eraser "RLE", today announced that the...
Custodia Financial and the Retirement Loan Eraser Program, Announce DE&I Certification
December 15, 2021
Custodia Financial, the creator of Retirement Loan Eraser, today announced that the company...
Custodia Financial Appoints Mark Herman as President
May 4, 2021
Custodia Financial, an innovative leader in 401K employee financial wellness, announced that it has...
Custodia Financial names Bill Ogle as Chief Marketing Officer
March 10, 2021
Custodia Financial, the leaders in 401(k) employee financial wellness, today announced Bill Ogle's...
Employees Stressed Over Possibility Of 401(K) Loan Defaults, New Study By Custodia Financial And Greenwald & Associates Shows
October 29, 2019
New 401(k) loan research highlights the “voice of the participant” on 401(k) loans...
Former Chief Human Resource Officer of Pfizer Chuck Hill Joins Custodia Financial Strategic Advisory Council
July 31, 2019
Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today that it...
Former HD Vest CEO Roger Ochs Joins Custodia Financial Strategic Advisory Council
July 11, 2019
DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today...
Former Assistant Secretary of Labor Bradford Campbell Joins Custodia Financial Advisory Council
June 18, 2019
DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today...
Insurance Industry Veteran Mark Herman Joins Custodia Financial’s Strategic Advisory Council
January 8, 2019
DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), today announced...
Terri Johnson and Sandy Tassinari join growing RLE business
September 7, 2016
DALLAS – Custodia Financial, the innovator behind Retirement Loan Eraser (RLE), announced today...
We’re looking for passionate teammates who are willing to do whatever it takes to help us in our mission to safeguard America’s retirement security by preventing 401k loan defaults. Here’s a list of our current openings. To inquire further or to apply for one of these positions please reach out to us at jobs@custodiafinancial.com.