401 K Information

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 Trusted Wealth Partners 401K Video

 

Mark J Slattery, CFS

Financial Advisor

16934 Frances Street, Suite 201

Omaha, NE 68130

Direct: 402-502-5700

Fax: 402-502-5701

www.TrustedWealthPartners.com

 

 

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

 

http://www.trustedwealthpartners.com/

 

 

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 Dows 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?

IRA MISSTEP

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 DONT NEED ESTATE PLANNING DO I?

 

Financial Advisors

Trusted Wealth Partners

http://www.trustedwealthpartners.com/

 

16934 Frances Street, Suite 201

Omaha, NE  68130

866-491-5700

402-502-5700

Fax: 402-502-5701

 

Mark J. Slattery, CFS    mark@twealthpartners.com    

Matt Peters, MBA, CFP   matt@twealthpartners.com

Julie Slatter   julie@twealthpartners.com 

Barb Sullivan  barb@twealthpartners.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: julie@twealthpartners.com

 

401K-Administrator(Handles the money in and out, increases and decreases)

Benefit Plans

Martha Dean and Neil Lisec

402-932-9685

402-891-0808

Fax:  402-891-0444

marthad@bpiomaha.com

 

**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:  www.nationwide.com

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.