For 30 years, Dave Liebrock led 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.

Dave advised 401(k), 403(b) and defined benefit plans totaling more than $2.5 billion. He acted as a fiduciary advisor with regard to plan investments, recordkeeping, participant advice and overall cost of the plan. Today, he is active in the field as an expert advisor helping Custodia Financial roll out the company’s groundbreaking Retirement Loan Eraser loan protection program.