Financial Advisors

Delivering Small Businesses the Retirement Solutions They Deserve

retirement solutions for financial advisors

For the majority of Americans, their employer’s retirement savings plan is the only long-term savings they have. With social security benefits projected to cease by 2033, the ‘how to’ is becoming increasingly important. This is leaving many wondering how they are going to save.

Slavic401k was founded with the vision to provide a retirement savings solution to the underserved small business sector. And, what better way to do it than to partner with financial advisors like you to offer your small business clients a full suite of wealth management solutions, including an employer sponsored 401(k) plan.

Pooled Employer 401(k) Plan (PEP) Benefits

The cost to participate in a PEP is typically a fraction of the price a small business would pay to offer a similar standalone 401(k) plan to their employees. It creates an incredible value proposition for a business to choose you as their financial advisor and stick around for the long haul.
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Easy to implement

Slavic401k has the infrastructure, technology and expertise to get a plan set up and hit the ground running.

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Scalability

Our experience in the multiple employer plans makes it easy to scale your pooled employer plan as your business grows.

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increase profits and value

Pooled employer plans keep administrative costs extremely low in comparison to single employer plans. Your clients save a lot of money. You create a new revenue stream.

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New business opportunities

Serve as the 3(38) investment manager to see contributions of highly compensated employees, creating a pipeline of leads for wealth management services.

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Increased Client Retention

Slavic401k works behind the scenes to do most of the work, while giving you a custom branded plan you can tailor for your own book of business, helping increase client retention.

PEOs 401(k) Slavic401k logo mark
You’re Busy… We’ve Got This

Why Slavic401k?

Setting up and administering a 401(k) plan can be daunting. We have over 35 years of experience as a third-party administrator, recordkeeper and when needed, investment advisor. Our retirement savings solutions for financial advisors take away many of the responsibilities that come with 401(k) plan administration for you and your clients.

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Reduced Administration

Pooled Employer Plans eliminate individual Form 5500 filings and many other administrative duties.

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Reduced Fees

Eliminates annual plan audit expenses as well as plan document and restatement fees.

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Reduced Plan Costs

Gain economies of scale by combining assets with other adopting employers under one plan, creating significant pricing discounts.

Technology that Makes Saving Simple

PlanHub

PLANHUB

A sales prospecting tool to help PEOs generate proposals and value propositions for potential clients.

Bespoke

BESPOKE

Create a clear path to your retirement goals with a customized savings plan built entirely online.

Slavic401k App

SLAVIC401K APP

Manage your account and investments from wherever life takes you.

Online Portals

ONLINE PORTALS

Everything you need to manage your individual account or an entire plan online.

contributions

AUTOMATED CONTRIBUTION PROCESSING

Contribution data is automatically transferred to Slavic401k as a part of payroll processing.

notifications

COMPLIANCE NOTIFICATIONS

All eligibility notices, detailed disclosures and DOL regulations.

There is a 401(k) Plan for Every Business

MEP

Multiple Employer Plan

Single plan adopted by two or more unrelated employers required to have an employment base common nexus.

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PEP

Pooled Employer Plan

Single plan adopted by two or more unrelated employers not required to have an employment-based nexus.

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SEP

Single Employment Plan

A standalone plan adopted by a single employer.

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Related Content

PEPs vs. MEPs vs. SEPs … figure out which plan is right for your business.

Everything you need to know about the benefits of offering a 401(k) to your employees.

Whether you oversee an entire plan or an individual account, our technology tools make managing money more efficient.

Looking for sales tools, FAQs and more?

Check out our resources area for financial advisors.

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