Karen Daugherty's Contact Details

Karen Daugherty's Company Details

Custodia Financial

Dallas, TX, US • 20 - 49 Employees
Financial Services

Headquartered in Dallas, Texas, Custodia Financial is an innovator dedicated to improving retirement outcomes. The company is a collaboration of industry experts with a history of successfully launching attractive new products onto defined contribution platforms.Custodia spent five years developing its proprietary Retirement Loan Eraser™ program. Designed to prevent retirement leakage caused by involuntary loan defaults, Retirement Loan Eraser ensures tax and regulatory compliance to effectively meet the needs of participants, plan sponsors and plan providers.Retirement Loan Eraser is the ONLY available solution to leakage that automatically improves retirement outcomes by preventing loan defaults.Education, better disclosures and plan provisions alone will not mitigate the problem of unprotected plan loans and retirement leakage due to defaults. Until Retirement Loan Eraser, there was no solution to maintain retirement account balances caused by an involuntary loan default.Retirement Loan Eraser will repay loans upon involuntary loss of job, disability, or death and does not diminish plan assets when paid with an after-tax payroll deduction.Ask your recordkeeper about RLE or call Custodia Financial at 214.393.3511.