Financial Insights that Make Cents
Through our partnership with Slavic401k, you have access to a wealth of resources and information to help you plan for your retirement.
Investment Education
Social security and personal savings is typically not enough to ensure your financial future. One way to build your retirement nest egg is by enrolling in and maximizing the benefits of your 401(k) plan.
Frequently Asked Questions
What information is needed to receive a proposal?
Our team can guide advisors through the process and help gather any required information.
What is the difference between the Secure MEAP and Secure PEP?
Both solutions provide employers access to a professionally managed multiple-employer retirement plan with pooled purchasing power and reduced administrative complexity.
The primary difference is Form 5500 filing requirements. Under the Secure PEP, a single Form 5500 is filed for the entire plan. Under the Secure MEAP, each adopting employer maintains its own Form 5500 filing requirement. Both solutions include Slavic401k recordkeeping and administrative support.
Do you integrate with payroll providers?
Yes. Slavic401k offers payroll integration capabilities with many leading payroll providers. These integrations can streamline contribution processing, improve accuracy, and reduce administrative workload for plan sponsors.
Can advisors access real-time plan and participant data?
Yes. Advisors have access to robust online reporting and plan management tools, providing real-time visibility into plan activity, participant balances, contributions, investments, and key plan metrics.
Do you support 3(38) investment management arrangements?
Yes. Our platform supports 3(38) investment management arrangements through qualified investment managers, allowing plan sponsors to delegate investment selection and monitoring responsibilities while maintaining a prudent fiduciary process.
Do you offer 3(16) fiduciary services?
Yes. Slavic401k offers 3(16) fiduciary services to help reduce administrative burdens and fiduciary responsibilities for plan sponsors. Our team can assume many day-to-day plan administration functions, allowing employers to focus on running their business.
Do you work with advisors of all sizes?
Yes. Whether you manage a handful of retirement plans or a large and growing book of business, our team is equipped to support advisors at every stage of their practice.
What differentiates Slavic401k from other recordkeepers?
Slavic401k helps financial advisors deliver a sophisticated, low-maintenance retirement plan experience that is typically reserved for much larger organizations. Our flexible plan solutions are designed to simplify administration, reduce fiduciary risk, enhance participant outcomes, and create opportunities for advisors to grow and strengthen client relationships.
Through our partnership with Payroll Integrations, we offer seamless payroll connectivity that streamlines contribution processing, improves accuracy, and reduces administrative burden for both advisors and plan sponsors.
We also place a strong emphasis on data security. Slavic401k maintains top-tier cybersecurity ratings across leading cyber risk assessment platforms, including BitSight, Security Scorecard, and UpGuard. These independent ratings place us among the highest-ranked organizations in the financial services industry, providing confidence that sensitive retirement plan data is protected by industry-leading security practices.
Can I remain the primary retirement plan advisor on my clients’ plans?
Absolutely. Slavic401k is designed to complement your advisory services, not replace them. Advisors continue serving as the primary retirement plan consultant while leveraging our expertise and support infrastructure.
Will I maintain ownership of my client relationships?
Yes. Advisors remain the trusted relationship manager for their clients. Our role is to provide the recordkeeping, administration, compliance, and support services needed to help advisors strengthen and grow their retirement plan business.