401K
401k Advisors Trusted Wealth Partners 16934 Frances St. Suite 201 Omaha, NE 68130 Clint Eikmeier, CPA - 402-502-5700 Matt Peters, CFP® - 402-502-5700 1-866-491-5700 Fax: 402-502-5701 If you have any questions regarding your 401k plan balance, investment options or any other financial planning question, call Clint Eikmeier or Matt Peters. To arrange an appointment with Clint or Matt, please ask for Julie Slattery or Amy Dubbs. If you would like to receive a free monthly e-mail newsletter provided by your 401k advisors, please send you name and e-mail address to: julie@twealthpartners.com 401K Administrator (handles the money in and out and other administrative support) Benefit Plans Inc. 16924 Frances St. Suite 100 Omaha, NE 68130 Kayla Grove and Neil Lisec Phone: 402-932-9683 Fax: 402-891-0444 **As a reminder, you can obtain your current account balance 24 hours a day through the Nationwide Inquire Line or via the Nationwide Website as outlined below. You may also update your beneficiaries, change your future fund allocations and/or transfer current monies between funds online. Nationwide General 401k Inquiry Line: 1-800-772-2182 You will be prompted to enter your social security number and date of birth Nationwide Website: www.nationwide.com/smwlocal3 For first time users, click on “Sign Up for Online Account Access” or “Sign Up for Account Access”. You will be prompted to enter your personal information and to create your own personal user ID and password. The contract number assigned to this plan is 253-80127. Internet help for participants: 1-888-867-5175.
Page Last Updated: May 144, 2023 (14:20:05)
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How to Handle Market Declines-AmFunds-2022.pdf
