401 K Information
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Monthly newsletters - click on the title below to go to the page
If you have any questions please contact Trusted Wealth Partners for information
May - 3 RetirementHazardsToAvoid
June - Are You Sacrificing Your Retirement for Today's Lifestyle
July - Strategies for Volatile Markets
August - Start Early on College Saving
September - Life Happens- Be Prepared
October - Avoid Becoming the Bank of Mom and Dad
November - Basics of Dollar Cost Averaging
December - Conquering Your Financial Fears
January - Budgeting for Your Retirement
February - Retirement Saving Versus College Saving
March - The Risk of Living Too Long
April - The Wobbly Stool
BENEFICIARY FORM AND INSTRUCTIONS
VOLUNTARY DEFERRAL CHANGE FORM
Monthly Newsletters -Click on title
4 Money Blunders that could leave you poorer
Ebola Fears Weigh on Wall Street
Debunking a Few Popular Retirement Myths?
Couples Retiring on the Same Page?
Classic Investing Mistakes?
Do your Investments match your Risk Tolerance?
Organizing Your Paperwork for Tax Season
Wise Decisions with Retirement in Mind
Looking Back at 2013 (How good a year was it for the economy? Statistic tell the tale)
A Debt Deal Emerges
Taking Advantage of the Provisions of Health Care Reform
How Much Health Care Reform Will We See by 2014?
Understanding the Markets
What if Fannie & Freddie Went Away?
Reassessing Retirement Assumptions
Setting up Your Estate to Minimize Probate
What Does the Dow’s Record High Really Mean?
IF INTEREST RATES RISE, WHAT HAPPENS TO BONDS?
THE BIG TAX QUESTIONS OF 2013
FINANCIAL CONSIDERATIONS FOR 2013
THE MAJOR RETIREMENT PLANNING MISTAKES
THE FINANCIAL IMPACT OF THE AFFORDABLE CARE ACT
You Can't Hide in Fixed Income
Ways to Put a Refund to Work
ARE PEOPLE REALLY RETIRING LATER?
RMD (Required Minimum Distributions) PRECAUTIONS AND OPTIONS
GETTING OFF ON THE RIGHT FOOT IN 2012
Payroll Tax Cut Extended Two Months
THE LATEST ON SOCIAL SECURITY
A PRIME TIME TO REFINANCE
IS NOW THE TIME TO BUY?
A CLOSER LOOK AT GOLD
WILL GAS HIT $5 a GALLON?
AN INHERITED IRA
AN ESTATE PLANNING CHECKLIST
IRA CHANGES FOR 2011
THE TOP 10 REASONS NOT TO PLAN FOR RETIREMENT
ASSESSING THE MID-TERM ELECTIONS
How LONG DO YOU HAVE TO KEEP YOUR STATEMENTS?
WHY FOUR PERCENT?
WHAT EXACTLY IS WEALTH MANAGEMENT?
Should you downsize for retirement?
THE 2 Biggest retirement misconceptions
HOW FAST THE MARKETS RECOVER
HOW MUCH RETIREMENT INCOME WILL YOU REALLY NEED?
COULD THE IRS OWE YOU MONEY?
THE RIGHT BENEFICIARY
YOUR ANNUAL FINANCIAL TO-DO LIST
BUT, I DON’T NEED ESTATE PLANNING … DO I?
Trusted Wealth Partners
16934 Frances Street, Suite 201
Omaha, NE 68130
Mark J. Slattery, CFS firstname.lastname@example.org
Matt Peters, MBA, CFP® email@example.com
Julie Slattery firstname.lastname@example.org
Amy Dubbs email@example.com
If you have any questions regarding your 401k plans, investment portfolios, or any other financial questions, call Matt Peters and Mark Slattery.To arrange an appointment, please call the office at 402-502-5700. If you would like to receive a free monthly e-mail newsletter provided by your 401k advisors please send your name and e-mail address to: firstname.lastname@example.org
401K-Administrator(Handles the money in and out, increases and decreases)
Martha Dean 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 change your future fund allocations and/or transfer current monies between funds.
Nationwide Inquire Line: 1-800-772-2182
First time users will be asked to enter their social security number and will need to use 1234 for their initial personal identification number (PIN).
Nationwide Website: http://www.nationwide.com/smwlocal3
Participants will enter "Access your Accounts" in the Customer/Sponsor box. First time users will then want to click on the link for "first time using this site." Participants will enter their social security number and case number where prompted. The case number assigned to this plan is 253-80127. Click continue and follow the on-screen instructions to finish setting up access. Internet help for participants: 1-888-867-5175.