Updated 2026-03-20
Slavic401k 401(k) Provider Review
Slavic401k specializes in self-directed brokerage windows for 401(k) plans, giving participants maximum investment freedom.
Self-Directed Brokerage Window Specialist • Rank #25 • Score: 6.1/10 • Founded 1995 • Boca Raton, FL
Ratings Breakdown
Pros and Cons
Advantages
- Full self-directed brokerage within 401(k)
- Trade individual stocks, ETFs, options
- Maximum investment flexibility
- TD Ameritrade/Schwab brokerage window
- Alternative investment access
- Good for sophisticated investors
Disadvantages
- Self-directed investing requires knowledge
- Higher risk for inexperienced investors
- Smaller company with limited recognition
- Basic plan administration
- Transaction fees for some trades
- No robo-advisor
Slavic401k 401(k) Fees
| Fee Type | Amount |
|---|---|
| Administrative Fees | $1,200 - $2,500/year + per-participant |
| Expense Ratios | Varies by investment choice |
| Trading Fees | $0 for stocks/ETFs, varies for options |
| Advisory Fees | N/A - self-directed |
Slavic401k 401(k) Rollover Options
Rolling Into Slavic401k
Slavic401k accepts rollovers from 401(k), 403(b), and IRA accounts. Contact them at 800-356-3009 to start the rollover process. Once assets transfer, you can immediately begin trading individual stocks, ETFs, and other securities through the self-directed brokerage window. Cash rollovers typically settle within 5-7 business days.
Platform: Slavic401k Portal
Rolling Out of Slavic401k
Request an outbound rollover by calling Slavic401k at 800-356-3009 or through the online portal. Important: individual stock and option positions may need to be liquidated before transfer, as most receiving institutions cannot accept in-kind transfers of individual securities from a 401(k) brokerage window. Plan your exit timing around market conditions.
Slavic401k 401(k) Withdrawals & Distributions
Withdrawal Methods
Distribution Options
Slavic401k offers in-kind transfers of eligible securities, meaning you can move stock positions directly to an IRA without selling them first. This avoids realizing gains at the time of distribution. For cash withdrawals, processing typically takes 3-5 business days after trade settlement.
Slavic401k 401(k) Loans
Slavic401k plans may allow participant loans up to $50,000 or 50% of the vested balance, whichever is less. If your assets are in the self-directed brokerage window, positions may need to be partially liquidated to fund the loan. Repayment terms up to 5 years (longer for home purchase). Interest rate is typically prime + 1%. Contact 800-356-3009 for loan availability.
Investment Options
Key Features
Best For
- Self-directed investors
- Active traders
- Sophisticated investors
- Those wanting maximum 401(k) flexibility
Complete Slavic401k 401(k) Review for 2026
Slavic401k ranks #25 in our 2026 401(k) provider rankings with an overall score of 6.1 out of 10. Founded in 1995 and headquartered in Boca Raton, FL, Slavic401k manages $3 billion in assets and serves 50,000 participants across 2,500+ plan sponsors.
Why Choose Slavic401k for Your 401(k)?
Slavic401k specializes in self-directed brokerage windows for 401(k) plans, providing investment freedom that traditional providers simply cannot match. Their platform allows participants to trade individual stocks, ETFs, mutual funds, bonds, and even options within their retirement account - the same capabilities available in a regular brokerage account, but with the tax advantages of a 401(k).
Through their integration with TD Ameritrade/Schwab brokerage services, participants access real-time trading tools, research, and the full universe of publicly traded securities. This makes Slavic401k ideal for experienced investors who want to build custom portfolios, invest in individual companies they believe in, or implement sophisticated strategies within their retirement savings. While this level of investment freedom requires knowledge and discipline, it gives sophisticated investors maximum control over their retirement destiny rather than being limited to a menu of 20-30 mutual funds chosen by someone else. For employers with sophisticated, investment-savvy workforces, Slavic401k offers the ultimate in 401(k) flexibility.
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Related 401(k) Guides
Frequently Asked Questions
Slavic401k charges administrative fees that vary by plan size. Expense ratios range from Varies by investment choice, and advisory fees are N/A - self-directed. Compare plans carefully as total costs depend on your plan size and investment selections.
You can log into your Slavic401k 401(k) account through the plan provider portal. Current and former employees can use the participant login page. First-time users will need to register with their Social Security number and date of birth.
Slavic401k ranks #25 in our 2026 provider rankings with a score of 6.1/10. They manage $3 billion in assets and serve 50,000 participants. They are particularly strong for Self-directed investors, Active traders, Sophisticated investors, Those wanting maximum 401(k) flexibility.
Yes, you can roll over your Slavic401k 401(k) to a Traditional IRA, Roth IRA, or a new employer plan. A direct rollover avoids mandatory tax withholding. Contact Slavic401k or your new provider to initiate the transfer.
Slavic401k offers a range of investment options including Individual Stocks, ETFs, Mutual Funds, Options, Bonds, Target Date Funds, Index Funds. The specific fund lineup depends on your plan and may change periodically.
Slavic401k scores 6.1/10 overall with ratings of 3.2/5 for fees, 4.8/5 for investment options, 3.4/5 for customer service, and 3.0/5 for mobile app. Compare with other top providers on our comparison pages.
To roll into Slavic401k: Slavic401k accepts rollovers from 401(k), 403(b), and IRA accounts. Contact them at 800-356-3009 to start the rollover process. Once assets transfer, you can immediately begin trading individual stocks, ETFs, and other securities through the self-directed brokerage window. Cash rollovers typically settle within 5-7 business days. To roll out: Request an outbound rollover by calling Slavic401k at 800-356-3009 or through the online portal. Important: individual stock and option positions may need to be liquidated before transfer, as most receiving institutions cannot accept in-kind transfers of individual securities from a 401(k) brokerage window. Plan your exit timing around market conditions. Use the Slavic401k Portal platform to manage your rollover.
Slavic401k offers withdrawals via Phone (800-356-3009), Online portal. Distribution options include Lump sum, Partial withdrawal, In-kind transfer of securities, Rollover to IRA, Required Minimum Distributions. Slavic401k offers in-kind transfers of eligible securities, meaning you can move stock positions directly to an IRA without selling them first. This avoids realizing gains at the time of distribution. For cash withdrawals, processing typically takes 3-5 business days after trade settlement.
Slavic401k plans may allow participant loans up to $50,000 or 50% of the vested balance, whichever is less. If your assets are in the self-directed brokerage window, positions may need to be partially liquidated to fund the loan. Repayment terms up to 5 years (longer for home purchase). Interest rate is typically prime + 1%. Contact 800-356-3009 for loan availability.
Disclaimer: This review is for educational purposes only and is not financial advice. Provider details may change. Contact Slavic401k directly for the most current plan information.
Pavlo Pyskunov
Managing Director & Investment Fund Director
Pavlo Pyskunov analyzes employer-sponsored retirement plans using IRS publications and DOL Form 5500 filings, helping workers maximize their 401(k) savings through data-driven guidance.
Last updated: 2026-03-20