RLE Advisors Portal

RLE Advisors Portal

As you may know, 401(k) loan defaults are not only causing plan leakage on pace to cost $2.5 trillion over the next 10 years, they’re also negatively impacting financial wellness, increasing financial stress, and putting plan fiduciaries at risk. Retirement Loan Eraser (RLE) is an automated, low-cost retirement readiness program that prevents loan defaults.

Custodia Financial created the RLE Advisor Portal specifically to help plan advisors engage their clients around this important topic. In the portal, you’ll find…

Thought leadership content that you can use to educate yourself—and your clients—about the loan default problem

Plan health evaluation tools that you can use to gauge where your clients stand on this important plan health issue.

RLE product information that you can use with your clients to explore automated loan insurance as a potential solution

To get started, please enter your name and email address:

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Please note: The RLE Advisor Portal is exclusively for the use of professional plan advisors and consultants. By registering for the portal, I certify that I am a plan advisor or consultant.