Welcome to our Webinar: Automatic Enrollment in your Employer’s 401(k) Plan (Effective Jan 1, 2025) Starting January 1, 2025, automatic enrollment in 401(k) plans will become a standard feature for many employees. You may have received a notification from us letting you know that you will be automatically enrolled in your employer’s 401k plan starting […]
Do you know the difference between a traditional vs. Roth 401(k)? If not, you’re not alone—it’s one of the most common questions we receive. Join us and we’ll explain the differences and benefits of both types of accounts, helping participants make an informed decision about which account (or both) suits their needs best. Webinar Topics: […]
As we prepare for the upcoming changes brought about by SECURE 2.0 provisions set to take effect in 2025, we want to ensure you're well-informed. Join us by registering for our upcoming webinar, where we will delve into the regulatory and operational considerations necessary for implementing these provisions in a timely and compliant manner.
This webinar discussed best practices to follow for year-end financial planning, including: recommendations for tax filing preparations, year-end retirement contributions, plus more. View the webinar recording here. Speaker: David Herlihy Senior Vice President, Wealth Management Slavic401k
In part five of our Financial Wellness webinar series, we focused on maximizing your financial health with different tricks and tips. We explained different options available when creating a financial plan that meet your financial goals. Whether it’s best practices for managing your financial accounts, credit-boosting tips, or rollover options, we’re here to help you […]
Part four of our Financial Wellness webinar series focused on the process to create and implement a financial plan. We discussed tips and best practices on how to create a full, holistic plan: incorporating the appropriate accounts and securities while tying in insurance, social security, and estate planning. View the webinar recording and slide deck […]
As part of our commitment to keeping you informed, we want to prepare you for the upcoming changes in retirement plan administration resulting from the new regulations under the Secure Act of 2019 and SECURE 2.0 Act. To assist you in navigating these regulatory changes, we are hosting a webinar to provide in-depth coverage of […]
Part three of our Financial Wellness webinar series was about saving for retirement. Whether you are ahead of the curve with savings, or getting a late start, this webinar provides insights and tools that will help you with your long-term goals. During the webinar, we discussed: Understanding the importance of retirement savings Different retirement savings […]
Are you planning to help your children or grandchildren with their college tuition expenses? Part two of our Financial Wellness series discussed saving and paying for college, student loans, financial aid and 529 plans. View the webinar recording and download the slide deck.
As part of our Financial Wellness Series, our first session was focused on understanding and managing your credit. During the webinar, we discussed: The importance of maintaining a good credit score How to read your credit report Ways to improve your credit score Credit scores play a crucial role in determining your financial health and […]
The SECURE 2.0 Act of 2022 became a law on December 29, 2022, and is intended to build on the provisions made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2019. The legislation is making far-reaching changes to qualified retirement plans and includes a wide range of provisions intended to make saving […]
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.
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