The Retirement Loan Eraser is a guaranteed loan protection program that prevents retirement plan accounts from losses upon a borrower’s death, permanent disability or unemployment. In the past, Custodia has been involved in other loan protection efforts (see “Firm Launches 401(k) Loan Protection Campaign”).
Chavez brings more than 17 years of institutional retirement plan experience to Custodia, as a registered representative on the plan provider side and the consulting sides of the industry. She comes to Custodia from the U.S. affiliate of a French multinational aerospace and security company, where she managed 401(k) transactions of approximately $52 million and $300 million respectively.
Chavez spent several years with Lockton Companies, a benefits consulting firm in Dallas, where she managed a $500 million book of business that consisted of 401(k), defined benefit and nonqualified plans. She also performed due diligence site visits to many plan providers.
Chavez began her career at Fidelity, where worked in the administration and operation of provider recordkeeping systems. In addition, she has experience with regard to plan design, implementation and compliance.
“Erika thrives on solving complex problems and maintaining strict compliance as it relates to fiduciary management and regulatory challenges. Her experience spans the spectrum and she is known for effectively guiding her clients through all the nuances involved with merger and acquisitions, plan consolidations, conversions, roll-outs and more,” says Tod Ruble, CEO of the Dallas-based Custodia Financial.
More information about Custodia Financial can be found athttp://www.custodiafinancial.com, or by calling 888-235-0936.