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

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 – 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...