Cuna Mutual Group 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 Group 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 Group Fiduciary Consultants provides investment monitoring and advice for more than $5.1 billion in combined assets from over 335 credit union retirement plans with Cuna Mutual Group. For a consultation from Cuna Mutual Group Fiduciary Consultants on your retirement plan, contact your Sales Executive (800.798.0770), or request information below.1

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2022 Financial Insights

Track market developments and impacts to retirement plans and savers.

Find it all in our annual letter to investors and year-end market commentary.

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 Group 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 $34.6 billion as of 8/31/2021, including the general account of CMFG Life Insurance Company. For more information please call 1.800.356.2644, ext. 665.8486.