BenefitsForYou vs Principal®

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.

Keep up with your financial goals on the go. The updated Principal® app makes it easy to keep on top of your retirement savings and gain insights to help you reach your financial goals. Download and use the app to: • Complete simple transactions and quick check-ins: view account balances, roll over funds, change contributions, adjust investments, and more • Discover financial education to help build your confidence and make progress in budgeting, saving, debt payoff, and more • Learn from tools like our personalized Retirement Wellness Score to see how you’re tracking toward your retirement goals • Find your insurance information The availability of information and functionality will vary depending on your plan type(s). To make changes not available on the app, visit principal.com. Some screens may contain more information than is illustrated in the samples. This document is intended to be educational in nature and is not intended to be taken as a recommendation. Insurance products and plan administrative services provided through Principal Life Insurance Co., a member of the Principal Financial Group®, Des Moines, IA 50392. Visit our online privacy policy at https://www.principal.com/privacy-policies © 2025 Principal Financial Services, Inc. 3729939-072024