Custodia Financial Announces Tony Nelson as Chief Diversity Officer

DALLAS, April 26, 2022 /PRNewswire/ Custodia Financial today announced that insurance veteran J. Anthony "Tony" Nelson has joined the company as the Chief Diversity Officer. Tony has had a long and impactful career in the insurance and benefits industry, including roles...

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Nearly $2T in American Retirement Savings Can Be Protected by Adopting Auto-Enrolled 401(k) Loan Protection, New Research Shows

Analysis confirms the positive impact of protecting American workers from harmful defaults DALLAS, April 5, 2022 /PRNewswire/ -- A remarkable $1.96T in retirement savings can be preserved if employers automatically enroll employees in 401(k) loan protection when they borrow from their...

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Custodia Financial Announces Free Access to Form 5500 data via Fast5500.com

Fast5500.com becoming the premier location for free loan analysis. DALLAS, Jan. 27, 2022 /PRNewswire/ -- Custodia Financial, the innovator behind Retirement Loan Eraser "RLE", today announced that the company is releasing a new website, Fast5500.com, as a free tool to the public.  The...

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Custodia Financial and the Retirement Loan Eraser Program, Announce DE&I Certification

Custodia emphasizes the importance of retirement security for all employees. DALLAS, Dec. 14, 2021 -- Custodia Financial, the creator of Retirement Loan Eraser, today announced that the company and its product have formally received Diversity Equity and Inclusion (DE&I) certification...

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Custodia Financial Appoints Mark Herman as President

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Custodia Financial names Bill Ogle as Chief Marketing Officer

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

New 401(k) loan research highlights the “voice of the participant” on 401(k) loans Click to read this important press release 

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

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

DALLAS, July 11, 2019 – Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today that it has appointed Roger Ochs, former CEO of HD Vest, to its Strategic Advisory Council (SAC). In his role on the SAC, Roger...

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

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