How to name beneficiaries and fund a trust at Slavic401k
Covers 5 retirement accounts — beneficiaries can be managed online
Slavic401k Customer Service
Phone(800) 356-3009
Fax(561) 241-1070
Mailing Address
Slavic Integrated Administration, 1075 Broken Sound Parkway NW, Suite 100, Boca Raton, FL 33487
WebsiteLearn more→
Slavic401k Customer Service
Phone(800) 356-3009
Fax(561) 241-1070
Mailing Address
Slavic Integrated Administration, 1075 Broken Sound Parkway NW, Suite 100, Boca Raton, FL 33487
WebsiteLearn more→
Slavic401k Customer Service
Phone(800) 356-3009
Fax(561) 241-1070
Mailing Address
Slavic Integrated Administration, 1075 Broken Sound Parkway NW, Suite 100, Boca Raton, FL 33487
Verified May 2026
Estate planning for Slavic401k retirement retirement accounts revolves around beneficiary designations. These designations—not a will—control who receives the account balance at death. For IRAs and employer-sponsored plans, the beneficiary designation also determines the tax treatment of inherited distributions, making it a decision with both legal and financial implications.
The transfer rules at Slavic401k vary across 5 retirement accounts. Below is a breakdown of beneficiary options, trust funding, and which products support each method.
Single Employer 401(k) PlanMultiple Employer Plan (MEP)Pooled Employer Plan (PEP)Roth 401(k)Slavic Managed IRA
1
Log in to your Slavic401k account at slavic401k.com
2
Click the settings icon next to your name in the upper right corner
3
Select "Beneficiaries" from the Settings menu
4
Enter beneficiary information:
- Primary beneficiary(ies): full legal name and identifying information
- Contingent beneficiary(ies): full legal name and identifying information
- Percentage allocations for multiple beneficiaries
5
Save your beneficiary designations
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- Under ERISA, a married participant's spouse is automatically the primary beneficiary of the 401(k) account unless the spouse provides written, notarized consent to waive this right
- Minors cannot directly inherit retirement account assets; if a minor is named as beneficiary, the court will require a guardian to oversee the assets until the beneficiary reaches legal age
- Review and update beneficiary designations after major life events such as marriage, divorce, birth of a child, or death of a beneficiary
Slavic401k Customer Service
Phone(800) 356-3009
Fax(561) 241-1070
Mailing Address
Slavic Integrated Administration, 1075 Broken Sound Parkway NW, Suite 100, Boca Raton, FL 33487
WebsiteLearn more→
Slavic401k Customer Service
Phone(800) 356-3009
Fax(561) 241-1070
Mailing Address
Slavic Integrated Administration, 1075 Broken Sound Parkway NW, Suite 100, Boca Raton, FL 33487
WebsiteLearn more→
Slavic401k Customer Service
Phone(800) 356-3009
Fax(561) 241-1070
Mailing Address
Slavic Integrated Administration, 1075 Broken Sound Parkway NW, Suite 100, Boca Raton, FL 33487
Verified May 2026
Estate planning articles
Learn how to protect your Slavic401k accounts and other assets with trusts, beneficiary designations, and estate planning documents.
