Custodia Financial

Thank you to our talented product and technology partners. You are crucial to our mission to improve retirement outcomes for all in the U.S. workforce! #retirementloans #financialwellness #retirementsavingsgap 404Harmony Primathon

Offering in-plan insurance coverage for 401(k) loans can help companies reduce financial risk while providing employees with crucial protection in unexpected situations like job loss or disability. With Retirement Loan Protection?, employers can safeguard plan assets and help preserve employees' savings, creating a more secure future for all. #retirementloanprotection #financialwellness #safeguardingretirementsavings

The average loan default and related cash-out can cost an individual participant $400k+ in lost savings and compounding—an impact that can be catastrophic to their retirement future. Together, we can prevent defaults and safeguard their hard-earned savings. #retirementloanprotection #financialwellness #safeguardingretirementsavings

This Thanksgiving, we’re taking a moment to appreciate the things that truly matter—connection, trust, and the small steps that create brighter tomorrows. We wish you a holiday filled with warmth, gratitude, and cherished moments.? #Gratitude #meaningfulmoments #custodiafinancial

66% of participants who default on their loan will cash out their entire balance--starting from scratch. We can preserve their savings and prevent loan defaults. Learn more at Custodia Financial. #retirementloanprotection #retirementsavings #safeguardingretirement

Finally, a meaningful and measurable financial wellness solution that safeguards employees’ retirement savings—and plan assets. Learn more about how Retirement Loan Protection can advance your financial wellness program at Custodia Financial. #retirementloanprotection #financialwellness #safeguardingretirement

Did you know? More than 85% of plan participants with outstanding loan balances default after leaving their job. We can work together to protect them from default and its financial impact. Learn more about Retirement Loan Protection? at Custodia Financial. #retirementloanprotection #financialwellness #safeguardingretirement

Custodia Financial’s Retirement Loan Protection? is on a mission to close the persistent wealth gap by protecting the retirement savings of all employees. It is measurable and inclusive. Learn how to?deliver a meaningful plan improvement?today, at Custodia Financial. #retirementloanprotection #financialwellness #safeguardingretirement

We’re grateful to everyone whose efforts helped bring the U.S. Treasury’s inaugural?"National Strategy for Financial Inclusion"?to life. Our mission is clear: make it simple for employers to protect every employee's retirement loans from default—empowering more people to secure their financial futures. #retirementloanprotection #safeguardingretirement #financialwellness

Race and gender disparities in retirement outcomes continue to be alarming. Retirement Loan Protection? safeguards all employees' retirement savings, helping to promote more equitable outcomes. Learn more at Custodia Financial. #retirementloanprotection #financialwellness #diversityandinclusion