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CUNA Mutual Fiduciary Consultants
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.
Fiduciary duty is 401(k) plan sponsors' top reason to choose an advisor.1
- Knowledgeable team of investment professionals.
- Established process to ensure you meet your fiduciary duty.
- No proprietary investments that could lead to a conflict of interest.
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, contact your Sales Executive (800.798.0770), or request information below.
Financial Markets: Record Returns with Low Volatility. How Long Will It Last?
Listen to the webinar, presented by Scott D. Knapp, Managing Principal – Investment, CUNA Mutual Fiduciary Consultants