New 401(k) loan research highlights the “voice of the participant” on 401(k) loans
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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...
DALLAS – Custodia
Financial, the creator of Retirement Loan Eraser (RLE), today announced that it
has appointed Mark Herman to its Strategic
Advisory Council (SAC). As a member of the SAC, Mr. Herman will help guide
Custodia on its mission to automatically improve...
DALLAS, December 11, 2018 – Custodia Financial, the creator of Retirement Loan Eraser (RLE), today announced that it has hired Aaron Tabela as Chief Marketing Officer. In his new role, Mr. Tabela will be responsible for driving awareness of...
DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), announced today that Rennie Worsfold has joined the organization as Executive Vice President to lead RLE sales. RLE is an automated loan insurance program that prevents 401(k) loan...
DALLAS – Custodia Financial, the innovator behind Retirement Loan Eraser (RLE), announced today that Terri Johnson and Sandy Tassinari have joined the organization as Senior Executives, Strategic Accounts. Johnson and Tassinari will be responsible for managing key client relationships...