EFE vs BenefitsForYou

Your Investment Advisor Get the information you need to help keep you on track toward your financial goals. The EFE app (previously called the Fin Engines app) is the easiest way to access your accounts. Are you an Online Advice & Professional Management member? Use our app to: * View and track progress toward your retirement goal * View your total portfolio and account details * Link your outside accounts to your retirement goal * Review your activity feed, quarterly statements, and plan updates (for Professional Management members only) * Connect with an advisor Are you an Edelman Financial Engines Client? Use our app to: * View your total Net Worth * View your total portfolio and account details * Link your outside accounts * Connect with your planner right through the app The EFE app may not be available to all users.

BenefitsForYou on the go! Managing your retirement plan has never been easier, with 24/7 app accessibility, you can monitor your retirement account anytime, anywhere. See your 401k and any other retirement savings plans from your BenefitsForYou account. Leverage the power of RetireOnTarget, a complete retirement income planning tool in the palm of your hand. Clearly see how much retirement income you are on pace to achieve as well as how much projected income you’ll need to hit your income replacement goal. With RetireOnTarget on the BenefitsForYou app, you can build a plan that prepares you for retirement, and an income that lasts your lifetime. You can also view: o Account balances o Investment performance o Rate of return o Transactions history o System notifications o Account statements Download the BenefitsForYou app today! Ready to make changes to your account? Simple access to the Benefits For You website is at your fingertips. 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 advisors. © CUNA Mutual Retirement Solutions, 2016 All Rights Reserved.