Bringing together leading industry experts to solve America’s 401(k) loan default problem.

 

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 repays an employees 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, Financial Engines, SunGard, Voya Financial, and Wells Fargo.
Tod Ruble - Chief Executive OfficerChief 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.

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Mark Herman - PresidentPresident

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.

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Kevin Smart - Chief Financial OfficerChief 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.

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John Steinmeyer - Chief Technology OfficerChief 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.

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Bill Ogle - Chief Marketing OfficerChief 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.

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George White - Executive Vice President, OperationsExecutive 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.

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Rennie Worsfold - Executive Vice PresidentExecutive Vice President

Rennie Worsfold

Rennie Worsfold is Executive Vice President, responsible for Retirement Loan Eraser distribution. Rennie 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.

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Terri Johnson - Senior Executive, Strategic AccountsSenior 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.

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Sandy Tassinari - Senior Executive, Strategic AccountsSenior 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...

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    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.
    Dave Liebrock - Strategic AdvisorStrategic 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.

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    Bradford Campbell - Strategic AdvisorStrategic 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.

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    Roger Ochs - Strategic AdvisorStrategic 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.

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    Chuck Hill - Strategic AdvisorStrategic 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.

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    Custodia Financial Appoints Mark Herman as President
    Custodia Financial Appoints Mark Herman as President
    May 4, 2021

    Custodia Financial, an innovative leader in 401K employee financial wellness, announced that it has...

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    Custodia Financial names Bill Ogle as Chief Marketing Officer
    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...

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    Custodia Financial Addresses Growing 401(k) Loan Default Crisis With New Retirement Loan Eraser™ Options
    Custodia Financial Addresses Growing 401(k) Loan Default Crisis With New Retirement Loan Eraser™ Options
    June 23, 2020

    With over 40 million American workers filing for unemployment over the past three...

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    Employees Stressed Over Possibility Of 401(K) Loan Defaults, New Study By Custodia Financial And Greenwald & Associates Shows
    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...

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    Former Chief Human Resource Officer of Pfizer Chuck Hill Joins Custodia Financial Strategic Advisory Council
    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...

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    Former HD Vest CEO Roger Ochs Joins Custodia Financial Strategic Advisory Council
    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...

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    Former Assistant Secretary of Labor Bradford Campbell Joins Custodia Financial Advisory Council
    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...

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    Insurance Industry Veteran Mark Herman Joins Custodia Financial’s Strategic Advisory Council
    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...

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    Custodia Financial Brings on Aaron Tabela as CMO to Make 401(k) Loan Defaults Top-of-Mind for Plan Sponsors
    Custodia Financial Brings on Aaron Tabela as CMO to Make 401(k) Loan Defaults Top-of-Mind for Plan Sponsors
    December 11, 2018

    DALLAS, December 11, 2018 – Custodia Financial, the creator of Retirement Loan Eraser...

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    Rennie Worsfold Joins Custodia Financial to Lead Retirement Loan Eraser Distribution
    Rennie Worsfold Joins Custodia Financial to Lead Retirement Loan Eraser Distribution
    April 3, 2018

    DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today...

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    Terri Johnson and Sandy Tassinari join growing RLE business
    Terri Johnson and Sandy Tassinari join growing RLE business
    September 7, 2016

    DALLAS – Custodia Financial, the innovator behind Retirement Loan Eraser (RLE), announced today...

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