Former Assistant Secretary of Labor Bradford Campbell Joins Custodia Financial Advisory Council

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Participant Loans: A Fiduciary Storm Brewing?

401(k) Loan Defaults Represent a Rising Level of Risk. Bruce Ashton, a partner at Drinker Biddle & Reath, believes that 401(k) loan defaults represent a “fiduciary storm brewing.” According to Mr. Ashton, plan sponsors may have a false sense of...

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Fiduciary Focus: Is 401(k) Loan Risk on Your Radar?

  Watch the replay of our May 9th webinar Industry experts at Drinker Biddle & Reath believe that 401(k) loan defaults represent a ripening fiduciary jeopardy. Plan sponsors may have a false sense of security about the fiduciary risks of 401(k) loans,...

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Reducing the Fiduciary Risks of Participant Loans

Do plan sponsors have a false sense of security when it comes to the fiduciary risk related to 401(k) loans? According to prominent ERISA attorney Bruce Ashton, they may not recognize that participant loans are plan investments and must...

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Hiding in Plain Sight – The Threat to Retirement Readiness

Watch this short video to learn more about a problem that is threatening to undermine your participants’ retirement readiness … 401(k) loan defaults.  They are a bigger problem that some plan sponsors may realize, but fortunately, there is a...

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The biggest retirement plan problem no one is talking about … YET.

View the Replay SHRM Webinar February 7, 2019 12 pm ET If 401(k) loan defaults are not on your radar, the data – and ERISA – say they need to be. Hear from Gursh Jhuty, Senior Manager, Deloitte, and Bruce Ashton, Partner, from Drinker...

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2018: The year loan defaults came into focus

  If 401(k) loan defaults are not on your radar, the data suggests they need to be. Deloitte: Loan defaults significantly damage retirement readiness A groundbreaking study by Deloitte predicted that $2.5 trillion will leak out of the system over...

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Insurance Industry Veteran Mark Herman Joins Custodia Financial’s Strategic Advisory Council

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...

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