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J. Anthony (Tony) Nelson was Named a Top Diversity, Equity, and Inclusion Leader by Defined Contribution Institutional Investment Association (DCIIA)
DALLAS, Feb. 7, 2023 /PRNewswire/ J. Anthony (Tony) Nelson, Chief Diversity Officer of Custodia Financial, has been recognized as one of the Top Diversity, Equity,
Custodia Financial Announces Tony Nelson as Chief Diversity Officer
DALLAS, April 26, 2022 /PRNewswire/ Custodia Financial today announced that insurance veteran J. Anthony “Tony” Nelson has joined the company as the Chief Diversity Officer.
Nearly $2T in American Retirement Savings Can Be Protected by Adopting Auto-Enrolled 401(k) Loan Protection, New Research Shows
A remarkable $1.96T in retirement savings can be preserved if employers automatically enroll employees in 401(k) loan protection.
Custodia Financial Announces Free Access to Form 5500 data via Fast5500.com
Custodia Financial, the innovator behind Retirement Loan Eraser “RLE”, today announced that the company is releasing a new website, Fast5500.com, as a free tool to
Custodia Financial and the Retirement Loan Eraser Program, Announce DE&I Certification
Custodia Financial, the creator of Retirement Loan Eraser, today announced that the company and its product have formally received Diversity Equity and Inclusion (DE&I) certification
Custodia Financial Appoints Mark Herman as President
Custodia Financial, an innovative leader in 401K employee financial wellness, announced that it has appointed P&C industry veteran Mark Herman to President, reporting to CEO Tod A. Ruble. Mr.