Navigation Tutorial:

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Navigation Tutorial
Introduction to Benefits for You and Site
Organization
B2BCUE-0905-CEC9
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What is Benefits for You?

• Benefits for You is a website where employees and
  benefit administrators view and manage their CUNA
  Mutual plans. Some features include
• Single sign-on access to your companys
  retirement benefits and health and welfare
  benefit plans provided through CUNA Mutual
• Role-sensitive views that allow access to
  information specifically of interest to HR
  administrators and employees
• Online enrollment for retirement plans
• Ability for employees to model and request a loan
  from their retirement plan
• Transaction viewing for retirement and Flexible
  Spending Account plans
• Educational information on how employees and
  employers can manage and administer their benefit
  plans
• The result..less time spent administering
  benefits and answering questions.

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Structure of the Benefits for You Site
I Want To Access plan and employee information
and perform a variety of common plan
administrator tasks
Reaching Our Goals Provides education and
planning tools to help employees and plan
administrators obtain financial goals
What Happens When Provides education on the
impact life and employment events can have on
employee benefits
Tell Me More Provides information on navigating
the site as well as information on investment
account options, how to file a claim, etc.
The site is organized into four menus as shown
above. Each of these menus contains various
features and functions designed to help you
manage and learn more about your benefit plans.
Next, lets take a look at the features under
each menu for plan administrators.
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Administrator View

• Administrators have access to two different
  views
• Administrator view
• Employee view
• A quick link at the top of the right-hand
  navigation column takes an administrator between
  your Plan Administration screens and your
  personal, employee Plan Participant screens.
• To view your personal accounts, click My Benefits
  Plan.
• Notice that the role you are currently viewing
  is displayed at the top right of the screen.

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Plan Administrator I Want To

• The I Want To menu is organized into these
  categories
• Manage Site Access
• Manage Employee Data
• Manage Retirement Plan Administration
• Manage Health Welfare Benefits Administration
• Manage General Plan Administration
  Communication
• The features and categories displayed depend on
  the benefit plans your organization has with CUNA
  Mutual.

Key Features
Key features of the Benefits for You site are
called out with this symbol.
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Call Out Boxes

• Special call out links appear on every menu page.
  
• They provide easy access to supplementary or
  educational information for the plan
  administrator including
• Learn More links to decision support and
  reference information (most reside in the Tell Me
  More section of the site).
• Did You Know? contains short factual statements,
  typically including statistics or numerical
  information.
• Quick Links provides quick links to related
  information.

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Plan Administrator What Happens When

• The What Happens When menu is organized into
  these categories
• Employee Life Work Events
• Retirement
• Health Welfare
• General Plan Administration

Key Features
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Plan Administrator Reaching Our Goals

• The Reaching Our Goals menu is organized into
  these categories
• Attract Retain Employees While Maximizing Your
  Benefit Dollars
• Deliver Reliable Service and Educate Employees

Key Features
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Plan Administrator Tell Me More

• The Tell Me More menu is organized into these
  categories
• About This Site
• About Plan Information

Key Features
Click here for a tour of the most common plan
administrator activities in Benefits for You.
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End of Tutorial

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• To return to the Benefits for You Navigate this
  Site page where you can select a new tutorial,
  close this window.
• To return to the beginning of this tutorial,
  click the Begin again arrow at the bottom of this
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