Trusted Wealth Partners
16934 Frances St. Suite 201
Omaha, NE 68130
Mark Slattery, CFS-402-502-5700
Matt Peters, CFP® - 402-502-5700
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: firstname.lastname@example.org
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
**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: Aug 03, 2020 (07:55:32)