NetBenefits vs BenefitsForYou

Download the Fidelity NetBenefits® app to easily manage your employee benefits—securely, all in one place. From your 401(k) and retirement savings to health insurance, Health Savings Accounts (HSAs), and stock plans, you can monitor, get notifications
and take action anywhere, anytime. Employee retirement and savings • View balances and investments for your 401(k) at Fidelity, 403(b), and other retirement accounts • Review performance and track progress toward your retirement savings goals • Plan with confidence using articles, tools and videos to support your financial well being Health and benefits • Manage HSA expenses and investments • Quickly find health plan details, including: • Covered family members • Provider phone numbers • Group numbers • Enroll in health insurance during annual enrollment Take action • Change contributions and investments across eligible 401(k), 403(b), and HSA accounts • Move money or take a loan • Send documents and rollover checks using your phone’s camera Stay informed and secure • Get personalized, timely reminders about important account actions • Protect your information with advanced security features, including: • Customer verification • Biometrics Share feedback Tell us what you think. Love our app? Let us know. Can’t find something? Let us help you find what you’re looking for.
 Additional information The NetBenefits® smartphone app is available to individuals who have one or more workplace benefits provided by Fidelity Investments.
 Looking for help with accounts beyond your employee savings and benefits? Check out our companion Fidelity Investments app to explore more ways to save, invest and trade. NetBenefits and the NetBenefits design logo are registered service marks of FMR LLC. The images below are for illustrative purposes only.
 Fidelity Investments Privacy Policy: https://nb.fidelity.com/public/nb/default/resourceslibrary/articles/privacypolicy

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.