Press releases

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

August 22, 2024

Dallas, TX – August 22, 2024 – Millions of American workers face a significant retirement savings shortfall—a large portion stemming from workplace retirement plan loan

Custodia Financial Announces Tony Nelson as Chief Diversity Officer

April 26, 2022

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.

Employees Stressed Over Possibility Of 401(K) Loan Defaults, New Study By Custodia Financial And Greenwald & Associates Shows

October 29, 2019

New 401(k) loan research highlights the “voice of the participant” on 401(k) loans Click to read this important press release

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

Custodia Financial Announces Tony Nelson as Chief Diversity Officer

Employees Stressed Over Possibility Of 401(K) Loan Defaults, New Study By Custodia Financial And Greenwald & Associates Shows

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Tod A. Ruble recognized as a 2023 DCIIA DEI Leader

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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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Protect employees’ retirement savings

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