401K

401k Advisors

Trusted Wealth Partners

www.trustedwealthpartners.com

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

kaylag@bpiomaha.com

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.


May 144, 2023
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Jul 208, 2022
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May 133, 2022
Dear Sheet Metal Workers Local 3 401(k) Participants, Market volatility, especially meaningful selloffs, are unsettling to most of us. Here are a few reassuring facts to help you keep a positive perspective and some precautions that may reduce your risks.
Download:
How to Handle Market Declines-AmFunds-2022.pdf

Nov 305, 2021
Take control of your financial future, with this tool from Nationwide!
Feb 56, 2021
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Feb 55, 2021
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Jan 10, 2020
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Download:
20200110090608scan.pdf

Jun 154, 2019
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Download:
401Kwebst.pdf

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Page Last Updated: May 144, 2023 (14:20:05)
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Contact Info
Sheet Metal Workers Local 3
3333 South 24th Street
Omaha, NE 68108
 

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