CUNA Mutual Fiduciary Consultants

Fiduciary duty is a leading reason that plan sponsors choose an advisor.

Now, more than ever, fiduciary duty is top of mind for 401(k) plan sponsors. And for defined benefit plan sponsors, the pension plan expense is as volatile as ever. A partnership with CUNA Mutual Fiduciary Consultants can help you save time and reduce your regulatory and business risk as you pursue your investment objectives.

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CUNA Mutual Fiduciary Consultants provides investment monitoring and advice for nearly $5 billion in combined assets from over 325 credit union plans with retirement plans as large as $250 million for Cuna Mutual Group. For a consultation from CUNA Mutual Fiduciary Consultants on your retirement plan, contact your Sales Executive (800.798.0770), or request information below.1

1 MEMBERS Capital Advisors internal data, 2021.

CUNA Mutual Group and Cuna Mutual Group are marketing names for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. CPI Qualified Plan Consultants, Inc. and CMFG Life Insurance Company are subsidiaries of the CUNA Mutual Holding Company. Annuity insurance products are issued by CMFG Life Insurance Company, located in Madison, Wisconsin. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.

CUNA Mutual Fiduciary Consultants is a marketing name and service of MEMBERS Capital Advisors, Inc., 5910 Mineral Point Road, Madison, WI 53701, the registered investment advisor affiliate of CUNA Mutual Group. MEMBERS Capital Advisors has assets under management of more than $27.9 billion as of 5/31/2021, including the general account of CMFG Life Insurance Company. For more information please call 1-800-356-2644, ext. 665-8486.