An Unrecognized Link to Financial Wellness

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Former Chief Human Resource Officer of Pfizer Chuck Hill Joins Custodia Financial Strategic Advisory Council

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Former HD Vest CEO Roger Ochs Joins Custodia Financial Strategic Advisory Council

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...

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401(k) Loans Identified as Top Fiduciary Risk

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Extended 401(k) Loan Repayment Isn’t Stopping Loan Leakage

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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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