Sheet Metal Workers Local 3

401K

401k Advisors

Trusted Wealth Partners

www.trustedwealthpartners.com

Beneficiary Designation IMPORTANT!

Aug 19, 2024

401k Beneficiary Designation needs to be filed and updated if needed. We are seeing a lot of accounts not having a beneficiary on file. It is quite IMPORTANT to have the beneficiary correct if something was to happen to you.
Download:

Beneficiary Form Cover Letter.pdf

Fund Change Disclosure

Jul 26, 2024

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Fund Change Disclosure

Jul 26, 2024

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Quarterly Newsletter

Jul 26, 2024

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401K Beneficiary Change Form

Mar 13, 2024

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Download:

No Reply_20240313_152244.pdf

Handling Market Declines

May 13, 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

Virtual Education Retirement Booth

Nov 01, 2021

Take control of your financial future, with this tool from Nationwide!

How to Access Your Account

Feb 25, 2021

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Online Account Security

Feb 24, 2021

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Distribution Notice

Aug 20, 2020

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Page Last Updated: Aug 19, 2024 (21:58:40)