Support Center

We have a variety of resources to help with all of your retirement questions.

Get Help with Common Topics

Online Account Access

Online Account Access

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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.

You can log in to your account here.
You can reset your password here. If you need to change your username, you can do so from the Forgot Password page. Please follow the instructions at the top of the page.

Did you take a distribution in the prior year?

Are you still active with your employer?

Please contact us at (800) 356-3009 so we can help restore access to your account.
Inactive and former employees do not have access to online accounts. Please call us at (800) 356-3009 if you need assistance with your account.

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?

You are not able to access your account online during a blackout period. Once the blackout ends, your online access will be restored.

Did you receive any of these messages?

Your HR/benefits department will be able to tell you your eligibility dates. If you have specific questions about your 401(k) or how to rollover an old 401(k), please call us at (800) 356-3009.

You meet the initial IRS qualifications for hardship. Please follow the instructions below to apply.

  1. Log in to your account
  2. Click on My Portal
  3. Choose Hardship Request and follow the prompts.

Please be aware that hardship 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.

Some of the most common reasons this error occurs include:

  • User name and password are case sensitive. Please ensure the cases of both the username and password are correct.
  • Your web browser is displaying old information. Try clearing your cache and cookies and utilizing Google Chrome when possible.

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.

Account Plan Information

Account Plan Information

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What are you looking for?

For General Information:

  1. Log in to your online account here
  2. Click on MyPortal
  3. Select Forms
  4. The Summary Plan Description document contains all details of your plan, including fee disclosures, employer match information and more.
You can access 1099-R tax forms here.

If you would like to change your investment allocations, you may do so online by completing the steps below:

  1. Log in to your account
  2. Select Manage Investments under the Manage tab in the upper navigation bar
  3. Select Change Elections
  4. Allocate the elections you wish to invest in and make sure they all add up to 100%
  5. Select Submit

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.

Distributions

Distributions

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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 meet the initial IRS qualifications for a distribution from your 401(k) account. Please watch this video on how to make your request online.
Unfortunately, you do not meet IRS requirements to qualify for a distribution. However, you may qualify for a 401(k) loan or hardship withdrawal.
You meet the initial IRS qualifications for a distribution from your 401(k) account. Please watch this video on how to make your request online.

You can view the status of your distribution request by following the steps below:

  1. Log in to your account
  2. Select My Portal
  3. Select View Your Distribution Request Status and History
  4. Select your most recent distribution to view the status

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.

Hardship Requests

Hardship Requests

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Do any of these hardship reasons apply to you?

  • Unpaid medical expenses within the past 12 months
  • Purchase of a primary residence
  • Tuition expenses
  • Eviction or foreclosure
  • Funeral expenses
  • Expenses incurred from a FEMA declared disaster
  • Expenses related to damage to your principal residence

Unfortunately, you do not meet the IRS requirements for a hardship distribution. However, you may qualify for a loan from your 401(k).

Learn more here

401(k) Loans

401(k) Loans

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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.

  1. Log in to your account
  2. Click on My Portal
  3. Select Loan Request and follow the prompts.

Please be aware that loan 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.

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.

Rollovers

Rollovers

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What would you like to do?

Please follow these instructions:

  1. Initiate the rollover with your previous institution.
  2. Make checks payable to Depository Services and include your employer and the last four digits of your social security number in the memo line.
  3. Mail the check to:

    Slavic Integrated Administration
    Attn: Rollovers
    1075 Broken Sound Parkway NW
    Suite 100
    Boca Raton, FL 33487-3540
  1. Log in to your Slavic401k account
  2. Click on My Portal in the navigation
  3. Click on Forms in the left sidebar
  4. Download the Rollover Into Slavic form
  5. Fill out the form and mail the form and check from your previous 401(k) to:

    Slavic Integrated Administration
    Attn: Rollovers
    1075 Broken Sound Parkway NW
    Suite 100
    Boca Raton, FL 33487-3540
    Email: [email protected]
    Fax: (561) 241-1070

    If you are mailing multiple checks from multiple providers, a separate form is required for each check.

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:

  1. Enter identifying information.
  2. Enter beneficiary information (you will need Social Security Numbers, addresses, and dates of birth).
  3. Identify where the money is coming from to fund the account (i.e., bank account, another IRA, or a former employer’s retirement plan).
  4. Customize your account security information.
  5. Follow the prompts to log into your account and electronically sign the IRA plan document.
  6. Request a distribution from your retirement plan to be deposited into your SlavicIRA account.

To protect your retirement savings, many recordkeepers will only process distributions via check.

  • Make checks payable to: Matrix Trust Company, FBO
  • Reference on check memo line: TPA 000394 Matrix Trust (IRALOGIX), Attn: TPA 000394, P.O. Box 21767, New York, NY 10087-1767

Once the money arrives in your account, you will receive an email prompting you to login and customize your investments.

Plan Mergers

Plan Mergers

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Are your assets leaving or merging into Slavic401k?

Are you looking for how long it will take for your assets to become available?

Please refer to the blackout notice provided via email and/or mail. If you do not have a copy of your notice accessible, please contact us at (800) 356-3009.

Please contact us at (800) 356-3009 for further assistance.

Please contact us at (800) 356-3009 for further assistance.

Forms

Forms

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You have access to all plan forms online. Follow these steps to access them:

  1. Log in to your account
  2. Click on MyPortal in the top navigation
  3. Select Forms in the left sidebar

Please Note:
Some of the forms have online processes that may be accessed in your participant portal.

Questions by Topic

Safe Harbor

What is a Safe Harbor plan?

Employers can avoid non-discrimination testing (ADP, ACP and Top Heavy) by adopting a safe harbor 401(k) plan. Adopting a safe harbor plan allows highly compensated employees (HCEs) and key employees of the company to contribute the maximum amount allowed by law.

What are the requirements of a Safe Harbor plan?

Employer contribution requirement: Employers must make either a safe harbor matching contribution or a safe harbor non‐elective contribution.

  • A matching contribution must equal at least 4% of compensation by using either: the basic formula or enhanced formula.
    Basic formula 100% of the first 3% of compensation plus 50% of the next 2% of compensation Or Enhanced formula 100% of the first 4% of compensation Elective contributions more than 6% cannot be matched. This does not mean that the match amount cannot exceed 6% of compensation only that deferrals more than 6% cannot be matched. So, a safe harbor matching contribution equal to 200% of 5% is allowed.
  • A non‐elective contribution (profit sharing contribution) that equals at least 3% of the employee’s eligible compensation for the plan year. A contribution greater than 3% is allowed.

Vesting Requirement: Safe harbor contributions must be 100% vested.

Notice Requirement: Each participant must receive a written notice describing the safe harbor options the employer will use for the plan year 30 days in advance and annually thereafter. According to the SECURE Act, no need for safe harbor notices for non‐elective plans including QACA non‐elective plans.

Adoption Requirement: The Internal Revenue Service (IRS) requires the first plan year of a newly established safe harbor 401(k) plan (other than a successor plan) to be at least 3 months long.

Exception: Employer Created Within Last 3 Months of the Year
The initial year of a safe harbor 401(k) plan can be shorter than 3 months in the case of a newly established employer if the business establishes the plan as soon as administratively feasible after the employer comes into existence. For example, New Biz is incorporated on November 1, 2019. New Biz can establish a safe harbor 401(k) plan that operates for the last 2 months of 2019.

An employer with an existing non‐safe harbor plan must make the election to adopt a safe harbor plan design before December 1st in the year preceding the safe harbor plan year. Safe harbor provisions must be in effect for 12 months (effective January 1st).

Exception: The SECURE Act permits employers to add a safe harbor feature to their existing 401(k) plans once the year has started if they contribute at least 4 percent of employees’ pay instead of the regular 3 percent. This flexibility will help employers to correct failed ADP/ACP or top‐heavy tests by shifting to a safe harbor plan and making a 4 percent nonelective contribution to participants.

Distribution Restrictions: Safe harbor contributions cannot be distributed before an employee terminates employment or reaches age 59 ½.

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