Industry Voices: See Tod Ruble’s feature in PLANSPONSOR.

Loan defaults are a preventable form of plan leakage, and stopping them can improve retirement plan participants’ financial wellness.

Thomas Schendt has two words for plan sponsors: Retirement Leakage.

Thomas Schendt, Partner, Alston & Bird LLP, has two words for plan sponsors: Retirement Leakage. Loan protection prevents defaults, reduces fiduciary risk and improves retirement outcomes.

Kim and Kevin

Custodia Financial Announces New Industry Hires

Custodia Financial, the innovator behind Retirement Loan Eraser (RLE), announced that Kim Zimmerman and Kevin Crews have joined the organization in key business roles.

Alston & Bird: Future Shock – The Retirement Loan Default Crisis

Loan defaults are a serious problem in the 401(k) industry, one that is just the tip of the iceberg in the retirement “leakage” crisis plaguing employer-sponsored retirement plans.

Retirement Loan Eraser Improves Retirement Outcomes

The solution pays off retirement plan loans for participants who face circumstances beyond their control.

Custodia Financial Hires Two Leaders to Manage Retirement Loan EraserTM Strategic Relationships

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 in Custodia’s RLE business.

PLANSPONSOR:
A Conversation with Tod Ruble

PSNC 2016: DOL and IRS Audits

According to expert panelists at the 2016 PLANSPONSOR National Conference, both the department of Labor (DOL) and the Internal Revenue Service (IRS) have announced plans to increase the number and frequency of audits, and plan loan activity is a red flag for these regulators.

To our clients and friends in hurricane-impacted areas:

Our thoughts and prayers are with everyone impacted by the storms. Our offices in Texas and Florida are open and business operations are uninterrupted. If you’d like to speak to a RLE representative, please call 844.SAFE.RLE or 214-393.3511.

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