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Expert protection

Cuna Mutual Fiduciary Consultants

Reduce your regulatory and business risk by working with fiduciary consultants. Using an established process, our knowledgeable team of investment professionals and consultants helps ensure your Institutional Retirement Program fiduciary duty is met.

A woman and a man in an office setting at a table, looking at a man across the table from them

Our process

Working with our retirement plan fiduciary consultants includes a partnership that is personalized to your needs. With an established and proven system, we’re able to help your business through every step of the investment selection and monitoring process.

  • Step 1: Evaluate your objectives.
  • Step 2: Update your investment strategies and policy statement (IPS).
  • Step 3: Choose between two approaches to implement your strategy:
    • 3(21) Co-fiduciary “Help me do it.” — Our team provides advice; you control investment decisions.
    • 3(38) Co-fiduciary “Do it for me.” — Our team makes investment decisions on your plan’s behalf.
  • Step 4: We will monitor your portfolio, provide quarterly reports and document due diligence to examiners.

Repeat steps 2-4 annually.

Our people

Our knowledgeable team of investment consultants has a longstanding history of building deep partnerships with the people we serve. Each member is expertly equipped to help your business meet your fiduciary duty.

Meet the team:

Scott D. Knapp, CFA

Chief Market Strategist

MEMBERS Capital Advisors, Inc.
MS Boston University
BS University of Wisconsin-Platteville
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (CHFC)

David N. Abuaf, CFA

Multi-Asset Class Portfolio Manager

Cuna Mutual Group
MBA University of Chicago
BA University of Chicago
Chartered Financial Analyst (CFA)

Shannon L. Eidson, CFA, FSA, EA

Defined Benefits Business Leader

Cuna Mutual Group
MA Ball State University
BA Washington University in St. Louis
Chartered Financial Analyst (CFA)
Fellow of the Society of Actuaries (FSA)
Enrolled Actuary (EA)

David L. Hanzlik, FSA, MAAA

VP, Annuity and Retirement Solutions

Cuna Mutual Group
BS University of Illinois
Fellow of the Society of Actuaries (FSA)
Member of the American Academy of Actuaries (MAAA)

Robert McCalla, PhD, CFP, CLU, CHFC

Wealth Management Consultant

Cuna Mutual Group
PhD University of Michigan-Ann Arbor
MA University of Michigan-Ann Arbor
BA Swarthmore College
Chartered Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)

Thomas M. Preusker

Director of Research

MEMBERS Capital Advisors, Inc.
BA Denison University
MCA Keller School of Management

Steven W. Rick, PhD

Chief Economist

Cuna Mutual Group
PhD University of Wisconsin–Madison
MS University of Wisconsin–Madison
BS Moorhead State

Taya Shepetko, CFA

Investment Analyst

MEMBERS Capital Advisors, Inc.
MA Kyiv School of Economics
Chartered Financial Analyst (CFA)

Jeremy J. Stark

Director of Alternative Investments

MEMBERS Capital Advisors, Inc.
MA Cornell University
AB Princeton University

Thomas J. Webber, CFA

Managing Director

MEMBERS Capital Advisors, Inc.
MBA Carnegie Mellon University
BS Yale University

Benjamin T. Wydick, CFA, FSA

Vice President of Market Risk

MEMBERS Capital Advisors, Inc.
BA University of Michigan-Ann Arbor
Chartered Financial Analyst (CFA)
Fellow of the Society of Actuaries (FSA)

Customizable solutions

For additional information about working with our fiduciary investment consulting team or to learn more about our retirement plans and DEI education services, visit our Workplace Solutions page.

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