401k Advisors

Trusted Wealth Partners


16934 Frances St. Suite 201

Omaha, NE 68130

Mark Slattery, CFS-402-502-5700

Matt Peters, CFP® - 402-502-5700


Fax: 402-502-5701

If you have any questions regarding your 401k plan balance, investment options or any other financial planning question, call Mark Slattery or Matt Peters.

To arrange an appointment with Mark 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.

Aug 03, 2020
Dear Plan Participant, Included in this email you will find important quarterly information regarding your retirement Plan investments. Please review the attached report carefully as one or more of the funds in your Plan has changed.
Download: ParticipantNewsLetter-Q2-2020.pdf

Mar 09, 2020
Hi Jason, Here’s a quick refresher: a correction is defined as a decline of 10% or greater from a recent high in the financial markets. Corrections can last anywhere from days to months, but few have lasted longer.
Jan 10, 2020
Download: 20200110090608scan.pdf

Jun 03, 2019
Download: 401Kwebst.pdf

Jun 03, 2019
Download: Voluntary Change Form Generic.pdf

Page Last Updated: Aug 03, 2020 (07:55:32)
Contact Info
Sheet Metal Workers Local 3
3333 South 24th Street
Omaha, NE 68108

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