TIAA vs Milliman Mobile Benefits

Manage your retirement and brokerage accounts using the TIAA mobile app. The app provides quick and secure access to all your TIAA finances and puts 100 years of top money management into the palm of your hand. The TIAA mobile app includes: • Security: Use your password, Touch ID, or Face ID to log in • Investment and retirement plan management: Monitor your account activity, contributions, and asset allocation; transfer money between funds in your retirement plan, fund a new brokerage account and track fund performance. • Brokerage trading: Buy and sell equities, ETFs, and mutual funds. • Goals: Monitor savings to achieve your financial goals. • Peek View: View your total portfolio and balances without logging in. • Contact TIAA & Support: Contact a professional or have quick access to all of our support tools and services, view tax forms and other statements. • Apple Watch: View your total portfolio and balances from your wrist. TIAA Brokerage, a division of TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, distributes securities. Brokerage accounts are carried by Pershing, LLC, a subsidiary of The Bank of New York Mellon Corporation, Member FINRA, NYSE, SIPC. TIAA-CREF Individual & Institutional Services, LLC, Member FINRA, distributes securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association of America (TIAA) and College Retirement Equities Fund (CREF), New York, NY. Each is solely responsible for its own financial condition and contractual obligations.

Access your retirement plan information on the go with Milliman’s mobile app. Milliman Mobile Benefits is for participants in employer-sponsored plans that are administered by Milliman. This app provides you with a convenient and secure way to stay informed and engaged with your account. From your mobile device, you will be able to easily access your account details.* Log in to view your: - Personal profile. - Contributions (and/or make changes to the amount you are saving). - Investments by fund, source or asset class (and/or make direct fund transfers). - Personal rates of return. - Existing loan details. - Available withdrawals. - Quarterly statements. Visit the full site at MillimanBenefits.com to make changes that are not available through the app. Security is No. 1. This app uses multi-factor and biometric authentication to keep your account information secure. Log in with the same username and password that you use for MillimanBenefits.com. If you have not set up your Security Questions/Answers or accepted the Online Access Agreement, you will be prompted to do so in the app or you can visit MillimanBenefits.com to complete your account registration. *Information displayed in the app will vary depending on plan type and each plan's display settings. The images provided are for illustrative purposes only. © Milliman, Inc. All rights reserved.