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Expert protection

Investment Advice

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

TruStage retirement plan fiduciary consultants in a conference room discuss how they will guide their client's business through every step of the investment selection and monitoring process.

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 well 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

TruStage 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

TruStage
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

TruStage
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

TruStage
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

TruStage
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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