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.
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 Fiduciary 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:
Thomas M. Preusker
Research Director
MEMBERS Capital Advisors, Inc.
MBA Keller Graduate School of Management
BA Denison University
David N. Abuaf, CFA
Multi-Asset Class Portfolio Manager
CUNA Mutual Fiduciary Consultants
MBA University of Chicago
BA University of Chicago
Chartered Financial Analyst (CFA)
Benjamin T. Wydick, CAIA, CFA, FSA
Senior Managing Director, Investment Strategy, Risk and Platforms
MEMBERS Capital Advisors, Inc.
BA University of Michigan
Chartered Alternative Investment Analyst (CAIA)
Chartered Financial Analyst (CFA)
Fellow of the Society of Actuaries (FSA)
Steven W. Rick
Director and Chief Economist
CUNA Mutual Group
MS University of Wisconsin–Madison
BS Minnesota State University Moorhead
Jeremy J. Stark
Director of Alternative Investments
MEMBERS Capital Advisors, Inc.
MA Cornell University
AB Princeton University
Shannon L. Eidson, CFA, FSA, EA
Director, Defined Benefit & Pension Risk Transfer
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)
Taya Shepetko, CFA
Investment Analyst
MEMBERS Capital Advisors, Inc.
MA Kyiv School of Economics
Chartered Financial Analyst (CFA)
David L. Hanzlik, FSA, MAAA
VP, Wealth Segment Leader
CUNA Mutual Group
BS University of Illinois
Fellow of the Society of Actuaries (FSA)
Member of the American Academy of Actuaries (MAAA)
Thomas J. Webber, CFA
Managing Director, Investments
MEMBERS Capital Advisors, Inc.
MBA Carnegie Mellon University
BS Yale University
Chartered Financial Analyst (CFA)
John Pesh
Director Executive Benefits
CUNA Mutual Group
MBA University of Wisconsin, Madison
BS University of Wisconsin, River Falls
Customizable solutions
For additional information about working with our Fiduciary Consultants or to learn more about our retirement plans and DE&I education services, visit our Workplace Solutions page.
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