How to Assess Retirement Readiness: Tools and Strategies
Watch this webinar to learn tips, strategies, and tools for assessing your retirement readiness and planning contributions.
Are you a plan participant, employer or sponsor?
Sign up for online access here. Please make sure to use a phone number that can receive text messages for multi-factor authentication.
Did you take a distribution in the prior year?
A blackout period is a period of three or more consecutive business days where participants cannot make election investment changes, take distributions or obtain loans.
Is your plan in a blackout period?
Did you receive any of these messages?
Some of the most common reasons this error occurs include:
Please also ensure you are utilizing the below link when logging in: https://ww2.slavic401k.com/account/sign-in/
If none of these troubleshooting tips fix the problem, you can reset your user name and password here. Please contact us at (800) 356-3009 if you need further assistance.
Employers can log in to their plan here.
What are you looking for?
For General Information:
If you would like to change your investment allocations, you may do so online by completing the steps below:
Please Note:
This will not change your current assets; this is only for changing where you allocate your future contributions. If you would also like your current assets to move into your new investment allocation you must select yes on the transfer section.
If the request occurs before 4 p.m. ET,
our team will begin processing it the same day.
If the request occurs after 4 p.m. ET,
our team will begin processing it the following day. Please allow us 1-2 business days to complete the request.
Would you like to request a new distribution or get information on an existing one?
Are you currently employed by the company and payroll provider that provided your 401(k)?
Are you age 59 ½ or older?
You can view the status of your distribution request by following the steps below:
Please be aware that distribution requests take 10-15 business days for processing and additional 1-3 business days to receive the funds electronically, or 7-10 business days to receive the funds via standard mail. Overnight mailing is available for an additional fee and is subject to a one-day delay if the distribution is a large amount.
Do any of these hardship reasons apply to you?
You meet the initial IRS qualifications for hardship. Please follow the instructions below to apply.
Please be aware that hardship requests take 7-10 business days for processing and additional 1-3 business days to receive the funds electronically, or 7-10 business days to receive the funds via standard mail. Overnight mailing is available for an additional fee and is subject to a one-day delay if the distribution is a large amount.
Unfortunately, you do not meet the IRS requirements for a hardship distribution. However, you may qualify for a loan from your 401(k).
If you do not qualify for a hardship or a standard distribution, you can apply for a loan from your 401(k).
Are you currently employed by the company who provided your 401(k)?
You meet the initial IRS qualifications for a loan. You must also have a minimum account balance of $2,000 and take a loan of $1,000 to qualify. Please follow the instructions below to apply.
Please be aware that loan requests take 7-10 business days for processing and additional 1-3 business days to receive the funds electronically, or 7-10 business days to receive the funds via standard mail. Overnight mailing is available for an additional fee and is subject to a one-day delay if the distribution is a large amount.
You do not meet the initial IRS qualifications for a loan from your 401(k). However, you may be eligible to take a distribution or rollover. Please watch this video on how to make a distribution/rollover request online.
What would you like to do?
Please follow these instructions:
Once received, please allow 7-10 business days for processing to complete. You may verify processing has completed by viewing Transaction History underneath the Manage heading within your online account.
Open an account with SlavicIRA here. Once the account has been opened, you may transfer your old 401(k) funds into the IRA.
You will be asked to complete the following steps:
To protect your retirement savings, many recordkeepers will only process distributions via check.
Once the money arrives in your account, you will receive an email prompting you to login and customize your investments.
Are your assets leaving or merging into Slavic401k?
Please contact us at (800) 356-3009 for further assistance.
You have access to all plan forms online. Follow these steps to access them:
Please Note:
Some of the forms have online processes that may be accessed in your participant portal.
The easiest way to enroll is online. Click on the Enroll button at the top of the Slavic401k.com website and follow the prompts to enroll in your company’s 401(k) plan. You will need to provide your name, date of birth, social security number, and employment information before you are able to select your contributions.
After you enroll in your company’s 401(k) plan, you will also need to register for online access to your account. You can do this by clicking the Login button at the top of Slavic401k.com and following the prompts to set up your login credentials. Once complete, you can access your account through our website and mobile app.
In order to sign up for online access to your account, you must first enroll in your company’s 401(k) plan. If you have not previously enrolled, please enroll here and follow the prompts to complete your enrollment.
Once enrolled, log in here and follow the prompts to set up your login credentials. Once both processes are complete, you can access your 401(k) account through our website and mobile app.
If you are an employer or plan sponsor, below are login pages:
To reset your password, click on the Forgot Password link on the Slavic401k.com login screen to reset your password.
If you are looking for general information, log in to your online account here .
Are you looking for a 1099-R form? It is also available for download in the Form section mentioned above. Please remember, 1099-R forms will only be available if you took a distribution or loan from your 401(k) during the tax year.
To apply for a distribution, follow the instructions in this video .
In order to qualify for a hardship distribution, the IRS requires that you meet one of the following conditions:
If any of those conditions apply to you, follow these instructions to apply:
Please be aware that hardship requests take 7-10 business days for processing and additional 1-3 business days to receive the funds electronically, or 7-10 business days to receive the funds via standard mail. Overnight mailing is available for an additional fee and is subject to a one-day delay if the distribution is a large amount.
In order to be eligible to take a loan, you must be currently employed by the company who your 401(k) account is with. If you are, please follow these steps to apply for a loan:
Please be aware that loan requests take 7-10 business days for processing and additional 1-3 business days to receive the funds electronically, or 7-10 business days to receive the funds via standard mail. Overnight mailing is available for an additional fee and is subject to a one-day delay if the distribution is a large amount.
If have an old 401(k) from a company you are no longer employed with and wish to roll it in to your current 401(k) account with us, please follow these steps:
Email: customers@slavic401k.com Fax: (561) 241-1070
Once received, please allow 7-10 business days for processing to complete. You may verify processing has completed by viewing Transaction History underneath the Manage heading within your online account.
If you have forgotten your password or username, you can reset both here . If you are locked out of your account, please call us at (800) 356-3009.
Slavic’s Wealth Management advisors will help you identify a financial plan, which we believe will help you achieve your dreams and protect your wealth assets from life’s unexpected moments.
With information you supply, a Slavic Wealth Management consultant can help you analyze and project expenses, create a budget, and suggest ways to implement a saving and investment strategy to help you save for a wedding, new home, college tuition, or any of life’s biggest milestones.
Why pay Uncle Sam more than you’re required to pay? Slavic’s goal is to limit your tax liabilities so you can retain more of your hard-earned money. A Wealth Management consultant will review your tax situation and refer you to tax professionals, if needed, for more robust tax planning assistance and strategy.
It’s important to identify adverse factors that could negatively affect your life. One of the ways Slavic Wealth Management suggests to protect your assets is through various types of personal and financial insurance.
We help estimate your retirement expenses and income, then suggest a savings plan and financial strategy we believe will start you on the path to the retirement you dream of.
Our financial advisors will provide you with a list of estate planning attorneys in your area to help you establish legal paperwork and directives, so your loved ones are taken care of after you pass, or in the event you become unable to take care of your own financial and medical affairs while alive. This is a vital aspect of retirement planning, yet one which some individuals may want to avoid – Slavic Wealth Management helps you get the ball rolling.
Watch this webinar to learn tips, strategies, and tools for assessing your retirement readiness and planning contributions.
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Advisory services provided by Slavic Mutual Funds Management Corporation, an SEC-registered investment adviser. Registration does not imply a certain level of skill or training on the part of SMF or its representatives. Administration and record-keeping services are offered through Slavic Integrated Administration. Both entities are collectively referred to as “Slavic401k.”
No content published throughout this site should be considered by the reader to constitute any type of investment advice. It is not the intention of Slavic401k nor should the reader assume that any reference herein to any particular investment, asset mix, security, portfolio of securities, transaction or investment strategy should be construed as investment advice. To the extent any of the content published as part of the Services may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. No chart, graph, or other figure provided should be used to determine which securities to buy or sell. Any specific questions that you might have concerning your individual investment decisions should be addressed to your personal investment advisor. Moreover, nothing herein should be considered as legal or tax advice. If you have any questions or concerns relative thereto, you should consult a qualified professional.
For more details on Slavic Mutual Funds Management Corporation, see our About Us page. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Neither diversification nor asset allocation ensure a profit or guarantee against a loss.