BenefitsForYou   |   Participant resources

Cuna Mutual Group


Educational resources hand-picked for you

Browse the topic categories below to find the video or quick-read resource you need to help you make informed financial decisions.

Budgeting & debt management


Savvy Saving Tips

Savvy saving tips

Discover the tips you need to reach your savings goals.

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Ditch Your Debt

Ditch your debt

Learn the actionable steps you can take today to decrease debt.

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Understanding Loans

Understanding loans

Discover what you need to know about taking a loan.

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Investing


Advanced investing

Advanced investing

Discover what you need to know to take your investing strategy to the next level.

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Asset allocation

Asset allocation

Learn what asset allocation is and why it matters to your investing strategy.

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Managing Volatility

Managing volatility

Uncover what you need to know about investing in a volatile market.

Watch video

Investing Risk Tolerance Questionnaire

Investing risk tolerance questionnaire

Discover if your risk tolerance for investing is aggressive, moderate or conservative.

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Cuestionario sobre tolerancia al - Spanish Version

Cuestionario sobre tolerancia al (Spanish version)

Elija una respuesta para cada pregunta para obtener su puntaje de riesgo.

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Market Volatility

Market volatility

Read everything you need to know about investing in a volatile market.

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Retirement


Retirement Mistakes

Retirement mistakes

Discover the most common retirement mistakes people make and how to avoid them.

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Consolidate with Rollovers

Consolidate with rollovers

Learn what it means to roll over a retirement plan distribution and the benefits it can bring.

Watch video

How Much to Contribute

How much to contribute

Discover how much you should be contributing to your retirement plan.

Watch video

Transitioning to Retirement

Transitioning to retirement

Learn what you need to know for a successful transition to retirement.

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Rollovers and Distributions

Rollovers and distributions

Learn the basics of what rollovers and distributions are and how you qualify for them.

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Retirement strategies for all ages

Strategies for all ages

Discover the best retirement strategy for you, no matter what your age is.

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Understanding Match

Understanding match

Learn what a retirement match is and how it works.

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Understanding Roth

Understanding roth

Discover what Roth means and why it could be helpful to your retirement strategy.

Watch video

Locating Lost Retirement Accounts

Locating lost accounts

Learn how to locate a lost retirement account.

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Job Changes and Retirement

Job changes and retirement

Discover how a job change affects retirement and what you need to do next.

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Retirement Goal Worksheet

Retirement goal worksheet

Download this editable worksheet to help you establish and meet your retirement goals.

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Retirement Planning Checklist

Retirement checklist

Download this checklist to ensure you have everything you need for your retirement plan.

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Roth Vs. Traditional Accounts

Roth vs. traditional accounts

Learn the difference between retirement accounts and which one is right for you.

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Retirement Plan Distributions

Retirement plan distributions

Discover everything you need to know about retirement plan distributions.

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Social security & identity theft


Identity Theft

Identity theft

Learn life-saving tips to reduce your risk of identity theft.

Watch video

Social Security Basics

Social security basics

Learn the basics of what you need to know about social security.

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Tools to help


BenefitsForYou: Tools & resources

Tools & resources

Learn what tools are available to you and how they can help you save more.

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Enroll in Your Plan

Enroll in your plan

Discover the steps you need to take to enroll in your retirement plan.

Watch video

Financial Fitness Overview

Financial fitness overview

Discover how to increase your knowledge with the Financial Fitness program.

Watch video

Investor Guidance Center

Investor guidance center

Learn more about the Investor Guidance Center and how they can help.

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Website Registration Overview

Website registration overview

Get a quick overview of how to register for BenefitsForYou.com.

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RetireOnTarget & Website Overview

Website overview

Discover how your online planning tool, RetireOnTarget, can help you retire confidently.

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Hoja de Referencia de RetireOnTarget – (Spanish Version)

Hoja de referencia de RetireOnTarget (Spanish version)

Le presentamos el sitio web de su plan de jubilación.

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Working with Investor Guidance Center

Working with investor guidance center

Read more about the Investor Guidance Center and how they can help.

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Personal Document Locator

Personal document locator

Have one convenient place to keep all your personal documents.

Watch video