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Benefits for You - CUNA Mutual for You Presented by Sharon Severson – Director, Retirement Plan Products Plan Administrator Website Step-by-Step Tutorial 2 Agenda • Welcome •

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  • CUNA Mutual Group Proprietary Reproduction, Adaptation or Distribution Prohibited CUNA Mutual Group PEN-0609-DC4C

    Benefits for You

    Presented by Sharon Severson Director, Retirement Plan Products

    Plan Administrator WebsiteStep-by-Step Tutorial

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    Agenda

    Welcome

    Website Overview

    Add New Employee with a snapshot into your EmployeesOnline Enrollment Experience

    Send Census Data

    Send Deposit Data

    Access Reports

    Q&A

    Closing

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    Welcome

    Sharon SeversonDirector Retirement Plan Products800.356.2644, ext. [email protected]

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    Website Overview

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    Administrator for Sample Credit Union

    8.23%

    Welcome John Q. Administrator

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    Whats New

    DOL Regulation on Late Deposits

    Administrator for Sample Credit Union

    Welcome John Q. Administrator

    8.23%

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    Administrator for Sample Credit UnionAdministrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Add New Employee

    Followed by an employees online enrollment experience

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

    Welcome John Q. Administrator

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

    999-99-9999

    888-88-8888000-00-0000

    Participant, Jane

    Doe, JaneParticipant, John

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    EMPLOYEE

    Online enrollment process

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    Notice comes to employee via email or postal mail.

    Sample at left is of email notice.

    CUST HELP [email protected]@CMGCUST HELP [email protected]@CMG

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    1234 America Avenue

    Suite A

    Anywhere

    99999-9999

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    The investments shown here will match the list of investment options the plan sponsor has

    selected to be in the plan.

    The employee can select any combination as long asthe total percentage equals 100%

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    NOTE: The screen is splitsolely to fit all the contentinto this screen. The employeesview just scrolls down their page.

    1234 America AvenueSuite AAnywhereOH99999-9999

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    1234 America AvenueSuite AAnywhereOH99999-9999

    Jane Participant

    NOTE: The screen is splitsolely to fit all the contentinto this screen. The employeesview just scrolls down their page.

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    Administrator for Sample Credit Union

    Participant, Jane

    7%

    06/12/200906/12/2009

    Administrator for Sample Credit Union

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    Send Census Data

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    CMG Census Report for 12312008.xls

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    Administrator for Sample Credit Union

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    The annual review of your plan requires you to complete the Plan Year End Administration Packet. The data requested may include:

    Retirement Plan Administrative Fees Expense Statement Trustee Amendment Discretionary Board Resolution Highly Compensated/Key Employee Identification Report Required Information for Plan Year End Administration (part I, II and III) Compensation Data Required for New Plan Participants Excluded Compensation Report (part I and II) Short Plan Year data

    If you have questions about the data requested, call 800.999.8786, option 1.

    A FEW NOTES ABOUT CENSUS DATA

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    Send Deposit Data

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    Administrator for Sample Credit Union

    Administrator for Sample Credit Union

    Welcome Plan Administrator

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit UnionAdministrator for Sample Credit Union

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    Please note that deposits cannot be processed unless an enrollment and investment election form has been submitted for all participants. If you are submitting or have recently submitted enrollment forms for a new participant on this deposit, indicate that in the Comments field.

    Deposits submitted before 3:00 p.m. Central Time will be processed within 2 pricing days from the submission date. Deposit amounts will be allocated to the plan and participants according to the information you have provided and money will be allocated to investment accounts based upon the investment elections in effect on the day the deposit was processed

    A FEW NOTES ABOUT DEPOSIT DATA

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    Access Reports

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Participant, Jane

    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Administrator for Sample Credit Union

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    Q&A

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    Thank You!

    Be sure to visit your benefits website today!

    www.benefitsforyou.com

    If you have questions, please contact our

    Retirement Service Center at 800.999.8786, Option 1

    Benefits for YouAgendaWelcomeWebsite Overview

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