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

January 8, 2019

DALLAS – Custodia Financial, the creator of Retirement Loan Eraser (RLE), today announced that it has appointed Mark Herman to its Strategic Advisory Council (SAC).

Terri Johnson and Sandy Tassinari join growing RLE business

September 7, 2016

DALLAS – Custodia Financial, the innovator behind Retirement Loan Eraser (RLE), announced today that Terri Johnson and Sandy Tassinari have joined the organization as Senior

Tod A. Ruble recognized as a 2023 DCIIA DEI Leader

Citibank Receives ‘Groundbreaking’ DOL Retirement Plan Advisory Opinion

Protecting Workers’ Retirement Savings. How 401(k) loan insurance can maximize the power of automatic portability.

U.S. Department of the Treasury Releases Inaugural National Strategy for Financial Inclusion

Closing the Retirement Savings Gap: Innovative Insurance Protects 401(k)s During Job Transitions

How Large are Racial and Gender Disparities in 401(k) Account Balances and What is Causing Them: Initial Findings from the Collaborative for Equitable Retirement Savings

Staying informed
of the latest news

In The News

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

Terri Johnson and Sandy Tassinari join growing RLE business

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Tod A. Ruble recognized as a 2023 DCIIA DEI Leader

Citibank Receives ‘Groundbreaking’ DOL Retirement Plan Advisory Opinion

Protecting Workers’ Retirement Savings. How 401(k) loan insurance can maximize the power of automatic portability.

U.S. Department of the Treasury Releases Inaugural National Strategy for Financial Inclusion

Closing the Retirement Savings Gap: Innovative Insurance Protects 401(k)s During Job Transitions

How Large are Racial and Gender Disparities in 401(k) Account Balances and What is Causing Them: Initial Findings from the Collaborative for Equitable Retirement Savings

Employees are more satisfied with work, but financial security concerns remain high, according to a Mercer survey

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