401 K Information
401 Voluntary Changes for Omaha/Lincoln due by February 27th to be effective March 1, 2012
Click here for the form and information
Monthly Newsletters -Click on title
Payroll Tax Cut Extended Two Months
THE TOP 10 REASONS NOT TO PLAN FOR RETIREMENT
ASSESSING THE MID-TERM ELECTIONS
How LONG DO YOU HAVE TO KEEP YOUR STATEMENTS?
WHAT EXACTLY IS WEALTH MANAGEMENT?
Should you downsize for retirement?
THE 2 Biggest retirement misconceptions
HOW MUCH RETIREMENT INCOME WILL YOU REALLY NEED?
YOUR ANNUAL FINANCIAL TO-DO LIST
BUT, I DON’T NEED ESTATE PLANNING … DO I?
Financial Advisors
CaseSlattery Wealth Partners
13710 FNB Parkway, Suite 105
Omaha, NE 68154
Mark J. Slattery, CFS-402-502-5700
Shannon J. Case, CFS - 402-502-5700
1-866-491-5700
Fax: 402-502-5701
If you have any questions regarding your 401k plans, investment portfolios, or any other financial questions, call Shannon Case and Mark Slattery.
To arrange an appointment, please ask for Sue Jesseau. 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: sue@caseslattery.com
401K-Administrator(Handles the money in and out)
Benefit Plans
Martha Dean and Neil Lisec
402-891-0808
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 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.bestofamerica.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 253-80044. Click continue and follow the on-screen instructions to finish setting up access. Internet help for participants: 1-888-867-5175.