Airline Pilot/Employee Plan Management
Your retirement, back on course.
As an airline Pilot/Employee, you have the option to work directly with us and gain access to thousands of other investment options that aren’t available through your employer. Below are the platforms this is available based on your employer. Experience the confidence of choice, flexibility, and expert advice.
Fidelity – BrokerageLink
- Alaska
- American
- Delta
- FedEx
Schwab – Personal Choice Retirement Account (PCRA)
- JetBlue
- Southwest
- Spirit
- United
More Choice, More Flexibility.
Self-Directed Brokerage Account (SDBA)
Over the past few years many employers have enhanced their retirement plans to include a Self-Directed Brokerage Account (SDBA) so that plan participants have more choice and greater flexibility with their retirement investments. This option can be found in many 401(k), 401(a), 403(b) and 457 workplace retirement accounts.
Primary Benefits of SDBA
- Access to a broader range of investment options than what’s offered through your airline
- Professional management by an expert who understands your unique financial situation instead of a 1-800 # representative
- Proper coordination between your 401(k), IRA’s, pensions, Health Savings Account (HSA), PBGC and other unique airline benefits such as (MBCBP)
- Customized investment strategies with proactive rebalancing
- Professional guidance for efficient and optimal distribution in retirement
- Behavioral coaching and objective guidance during market volatility
