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Market Trends Report

Review the latest market trends with Scott Knapp, CFA®, Managing Principal – CUNA Mutual Fiduciary Consultants.

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Fiduciary duty is 401(k) plan sponsors’ top reason to 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 $2 billion in combined assets from over 250 credit union plans with retirement plans as large as $200 million for CUNA Mutual Retirement Solutions. For a consultation from CUNA Mutual Fiduciary Consultants on your retirement plan, complete this Request for Information Form or call your Sales Executive (800.798.0770).

“Fiduciary concern clients’ No. 1 reason for hiring 401(k) advisers: study,” InvestmentNews, August 17, 2016.1
CUNA Mutual Fiduciary Consultants is the registered investment advisor affiliate of CUNA Mutual Group that oversees the investments in the Institutional Program for CUNA Mutual Retirement Solutions.
CUNA Mutual Retirement Solutions is a division of CUNA Mutual Group and the marketing name for CPI Qualified Plan Consultants, Inc., a CUNA Mutual Group member company. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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. Securities distributed by CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by the financial institution. Representatives offer retirement and investment education but do not provide investment, legal or tax advice. Participants are encouraged to consult their own advisor. 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 $16.4 billion*, including the general account of CMFG Life Insurance Company. *As of 10/31/2016