Because everyone needs a
helping hand sometimes.
Why retirement loan protection?
Because everyone needs a helping hand sometimes.
Custodia Financial offers a revolutionary solution to help participants avoid retirement loan defaults and preserve their retirement savings progress: retirement loan protection.
Loan defaults hurt participants’ retirement readiness.
of participants default on their retirement plan loans after leaving their jobs.1
could be preserved by enrolling participants into loan protection.2
is the average amount borrowers age 55–64 lose in retirement security.2
1 SOURCE: 2018, Deloitte, “Loan Leakage”
2 SOURCE: 2022, EBRI, “The Impact of Adding an Automatically Enrolled Loan Protection Program to 401(k) Plans”
J. Anthony (Tony) Nelson was Named a Top Diversity, Equity, and Inclusion Leader by Defined Contribution Institutional Investment Association (DCIIA)
Custodia Financial Announces Tony Nelson as Chief Diversity Officer
Nearly $2T in American Retirement Savings Can Be Protected by Adopting Auto-Enrolled 401(k) Loan Protection, New Research Shows
The benefits of retirement loan protection
How hard could loan defaults hit your plan?
We’ll help you estimate the impact of involuntary loan defaults on your participants’ retirement readiness.
Use our simple 3-step loan loss estimator to find out.