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?
Plan Participant
I am signing up for online access for the first time.
Sign up for online access here. Please make sure to use a phone number that can receive text messages for multi-factor authentication.
I need to log in.
You can log in to your account here.
I forgot my user name or password.
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.
I am having trouble accessing my account.
Did you take a distribution in the prior year?
Yes
Are you still active with your employer?
Yes
Please contact us at (800) 356-3009 so we can help restore access to your account.
No
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.
No
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?
Yes
You are not able to access your account online during a blackout period. Once the blackout ends, your online access will be restored.
No
Did you receive any of these messages?
Your company’s 401(k) plan is still in the set up process. Please check with your benefits department for a status update.
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.
Incorrect user name or password.
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.
Employer
Employers can log in to their plan here.
Sponsor
Sponsors can log in to their plan here.
Account Plan Information
Account Plan Information
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What are you looking for?
General Information
For General Information:
- Log in to your online account here
- Click on MyPortal
- Select Forms
- The Summary Plan Description document contains all details of your plan, including fee disclosures, employer match information and more.
1099-R Tax Form
You can access your 1099-R by logging into our website, clicking on MyPortal in the top navigation, and then clicking on Forms in the left sidebar. Please remember, 1099-R forms are only available if you took a distribution or loan from your 401(k) during the tax year.
Change Investment Allocations
If you would like to change your investment allocations, you may do so online by completing the steps below:
- Log in to your account
- Select Manage Investments under the Manage tab in the upper navigation bar
- Select Change Elections
- Allocate the elections you wish to invest in and make sure they all add up to 100%
- 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?
Request a New Distribution
Are you currently employed by the company and payroll provider that provided your 401(k)?
Yes
Are you age 59 ½ or older?
Yes
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.
No
Unfortunately, you do not meet IRS requirements to qualify for a distribution. However, you may qualify for a 401(k) loan or hardship withdrawal.
No
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.
Get Information on Existing Request
You can view the status of your distribution request by following the steps below:
- Log in to your account
- Select My Portal
- Select View Your Distribution Request Status and History
- 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
Yes
You meet the initial IRS qualifications for hardship. Please follow the instructions below to apply.
- Log in to your account
- Click on My Portal
- 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.
No
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)?
Yes
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.
- Log in to your account
- Click on My Portal
- 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.
No
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?
Rollover an old 401(k) into my current 401(k) with Slavic401k
Please follow these instructions:
- Initiate the rollover with your previous institution.
- Make checks payable to Depository Services and include your employer and the last four digits of your social security number in the memo line.
- Mail the check to:
Slavic Integrated Administration
Attn: Rollovers
1075 Broken Sound Parkway NW
Suite 100
Boca Raton, FL 33487-3540
- Log in to your Slavic401k account
- Click on My Portal in the navigation
- Click on Forms in the left sidebar
- Download the Rollover Into Slavic form
- 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: [emailprotected]
Fax: (561) 241-1070If 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.
I am no longer employed with my company. What are my options?
Rollover your existing 401(k) into an IRA with SlavicIRA and keep many of the same fund options.
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:
- Enter identifying information.
- Enter beneficiary information (you will need Social Security Numbers, addresses, and dates of birth).
- Identify where the money is coming from to fund the account (i.e., bank account, another IRA, or a former employer’s retirement plan).
- Customize your account security information.
- Follow the prompts to log into your account and electronically sign the IRA plan document.
- 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.
Rollover your existing 401(k) in to a retirement account at another institution.
Please submit a distribution request.
Watch a video tutorial.
Plan Mergers
Plan Mergers
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Are your assets leaving or merging into Slavic401k?
Merging in to Slavic401k
Are you looking for how long it will take for your assets to become available?
Yes
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.
No
Please contact us at (800) 356-3009 for further assistance.
Leaving Slavic401k
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:
- Log in to your account
- Click on MyPortal in the top navigation
- 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
- Top Asked Questions
- Security
- Withdrawals
- Managing Your Account
- Plan Administration
- My Contributions
- Fees
- Form 5500
- Safe Harbor
Top Asked Questions
How do I enroll in my company’s 401(k) plan?
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 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.
How do I sign up for online account access?
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 account through our website and mobile app.
If you are an employer or plan sponsor, below are login pages:
- Participants
- Employers
- Sponsors
What do I do if I forget my password?
To reset your password, click on the Forgot Password link on the Slavic401k.com login screen to reset your password.
How do I access plan information?
If you are looking for general information, log in to your online account here.
- Click on MyPortal
- Select Forms
- The Summary Plan Description document contains all details of your plan, including fee disclosures, employer match information and more.
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.
How do I apply for a distribution?
To apply for a distribution, follow the instructions in this video.
Do I qualify for a hardship distribution?
In order to qualify for a hardship distribution, the IRS requires that you meet one of the following conditions:
- 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
If any of those conditions apply to you, follow these instructions to apply:
- Log in to your account
- Click on My Portal
- 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.
How do I apply for a loan from my 401(k)?
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:
- Log in to your account
- Click on My Portal
- 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.
How do I rollover an old 401(k) into my account at Slavic401k?
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:
- Initiate the rollover with your previous institution.
- Make checks payable to Depository Services and include your employer and the last four digits of your social security number in the memo line.
- Mail the check to:
Slavic Integrated Administration
Attn: Rollovers
1075 Broken Sound Parkway NW
Suite 100
Boca Raton, FL 33487-3540 - Log in to your Slavic401k account
- Click on My Portal in the navigation
- Click on Forms in the left sidebar
- Download the Rollover Into Slavic form
- Fill out the form and mail, email or fax it back to use using the information below:
Slavic Integrated Administration
Attn: Rollovers
1075 Broken Sound Parkway NW
Suite 100
Boca Raton, FL 33487-3540
Email: [emailprotected]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.
I am locked out of my account. How do I regain access?
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.
Insights & Guides
- All
- Employers
- PEOs
- Participants
- Financial Advisors
Documents
Protecting What Matters Most to You with Safe Harbor
A Safe Harbor plan provides employers with several advantages, ensuring compliance and offers benefits to both the company and its employees.
Read More
Documents
Don’t Miss Out on Extra Money with 401(k) Employer Match
If your company has a Safe Harbor 401(k) plan, that’s great news! It means you have an employer match and can instantly double your money.
Read More
Videos
How to Request a Distribution or Rollover from Your 401(k)
This video provides step-by-step instructions on how to request a distribution or rollover from your 401(k) account.
Read More
Videos
How to Request a Loan from Your 401(k)
This step-by-step video will teach you how to request a loan from your 401(k) account.
Read More
Videos
How to Request a Hardship Withdrawal from Your 401(k)
This video provides step-by- step instructions on how to request a hardship withdrawal from your 401(k) account online.
Read More
Videos
How to Enroll in Your 401(k)
The video above provides step-by-step instructions on how to enroll your employer’s 401(k) plan utilizing Slavic401k.com. 1. Go to Slavic401k.com and click “Enroll” on the top right hand side of
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Contact customer support Monday - Friday, 8 a.m. to 8 p.m. ET:
(800) 356-3009
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