401(k) Plan Participants
Manage Your Account Online Forms for Participant Requests
Investment Information 401(k) Email Express
401(k) Frequently Asked Questions  


Online Forms for Participant Requests

Slavic provides participants with online forms. You will be prompted for a password on the Enrollment and Change Forms. This is your payroll company password, not your PIN Number. If you have questions, please email us at customers@planright.com.

Enrollment Forms
Change Request Forms
Distribution Forms
Loan Request Form
Hardship Request Form
Rollover Request Form

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Investment Information

*There are three portfolios from which to choose from: Aggressive, Moderate, and Conservative. The Aggressive Portfolio is suited for the investor with more than 20 years to retire and a high tolerance for volatility and risk. Participants who have at least ten years until retirement and prefer average risk should consider the Moderate Portfolio. The Conservative Portfolio is designed to minimize the risk of losing capital because the participant only has 5 years or less to retire. Usually the returns on a conservative allocation will be far less than an aggressive approach, however, so should the losses. Fill out the Risk Profile to find out which portfolio is right for you.

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401(k) Frequently Asked Questions

What is E-mail Express?
A free service to send your 401(k) balance to you by e-mail once per week. We also provide links to online information about your 401(k) plan to help your better manage your investments. To subscribe click here.

How do I access my 401(k) account information?
In order to view your balance, go to our home page and click on “Plan Participants” and then on “Manage Your Account.” Enter your Social Security Number (SSN) (without hyphens) and your Personal Identification Number (PIN). The default PIN Number is the last four digits of your SSN. You may change your User ID and PIN once you are already logged into your account.

What do I do if I forgot my PIN, my Pin is locked in a security log, or my SSN/PIN is the wrong combination?
Go to the “Manage Your Account” section of our site and fill out the form under ”Reset your PIN?”

 

What is the difference between a password and a PIN?
Your password is used for the enrollment or change forms which are located here. Your PIN is used to view your 401(k) account balance which is located here.

How do I know my account information is secure?
The account information and transaction area uses secure socket layer encryption to ensure that your account information is not accessible to others. You are also required to enter a personal identification number (PIN) to access your specific account information. Upon accessing your account, you should change your PIN to something different. This PIN should be kept confidential.

I received my statement and the amount of contributions does not match the amount deducted on my pay stub - why?
Your payroll service by law has until the 15th business day of the month following the month in which the deferral was deducted to transmit it to your 401(k) plan. Therefore, there is always a lag between the time it is deducted and when it appears on your cash basis statement. Your payroll service may transmit your money more frequently than monthly if administratively possible. However, the compilation of the data file that must accompany the money is complex and includes required data to make the contribution. The file usually includes thousands of employees, meaning the processing time is lengthy and the reason your deferral can’t be transmitted any faster. Once the funds and the data file are received, it takes Slavic 2 to 4 days to process the information and send the trade to the fund companies. The fund companies have, by law, three days to settle the trade, after which, you will see your contribution on your statement via the Web or voice response system.

Why do we have two plans?
Your company may have an old frozen, single employer plan that is not compatible with the new multiple employer plan. Because they are different types of plans, the regulations prevent them from being merged and the assets must remain separate. If you have a balance in both plans, you will receive two statements in separate mailings.

Where is the money held if there is a 4 to 6 week delay in investing it?
As explained in a previous question, the compilation of the required data accompanying the contribution is a lengthy and complex systems process. Until this is accomplished, your money remains at your company. It cannot be invested until an electronic data file can be compiled. When the file is ready, the money is sent to a trust account while Slavic does the accounting, plan testing, and the trade. This usually takes 3 days. During this period, interest does not accrue to you because trust accounts, by law, do not pay interest: nor does Slavic earn any interest on your money. Your 401(k) plan has daily valuations and segregated accounts requiring advanced systems to provide you this information. Your deferral is tested before it goes to the fund companies to insure that eligibility is met, vesting is computed, and that you haven’t exceeded certain deferral limits. This process takes 2 to 4 days and requires all of your payroll information for every contribution in order to operate your plan compliantly. If your company could increase the frequency of transmissions, the cost of the plan would go up because more processing would occur. For this reason, your deferrals are being invested cost effectively and as fast as administratively feasible.

Can I transfer my 401(k) balance in the frozen plan into an IRA if I’m fully vested?
You cannot take a distribution or roll to an IRA while you are still employed under IRS regulations.

Why can’t I take my money out of the plan if I am no longer participating?
IRS regulations prevent taking a distribution if you are still employed at your company or the work-site employer. Once you terminate employment, you can get your vested balance.

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