Retirement Loan Eraser About Us - 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

As Custodia Financial’s founder, and as CEO since 2009, Tod Ruble leads the firm on its mission to automatically improve retirement readiness by solving America’s $2.5T 401(k) loan default problem.

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.

Executive Vice President, Operations

George White

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

Executive 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.

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

Aaron Tabela

Aaron Tabela is Custodia Financial’s Chief Marketing Officer, responsible for positioning Retirement Loan Eraser in the institutional retirement marketplace, and driving awareness of 401(k) loan defaults as an important financial wellness and fiduciary challenge. Aaron 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. 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.

Strategic Advisor

Dave Liebrock

For 30 years, Dave 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.

Strategic Advisor

Mark Herman

Mark Herman is a member of Custodia Financial’s Strategic Advisory Council (SAC). As a member of the SAC, Mark will help guide Custodia on its mission to automatically improve retirement readiness by solving America’s $2.5T 401(k) loan default problem.

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