Your American Airlines Pilot 401(k) is the cornerstone to your retirement planning. The sooner you begin to create your financial and retirement plan and focus on managing your money, the more opportunity you will have to retire successfully.
A critical part of your retirement success is your ability to contribute to a tax‐advantaged retirement plan and have a plan to maximize those retirement dollars. You have several options when it comes to managing your retirement assets. Each option has pros and cons and should be reviewed with your personal goals in mind. Your Pilot 401(k) options include:
|Pilot 401(k) Options|
|Self‐manage||Among existing core plan investment options|
|Self‐direct||Access the Fidelity Brokerage platform|
|Use a third party||Select an investment advisor to manage funds for you|
We also recognize you might have other financial objectives, such as providing for loved ones, or transferring wealth to future generations and believe that achieving them is just as important as planning for your successful retirement. Our ClearWealth® Approach assists clients to identify all of their financial goals—in addition to retirement planning—while providing guidance as they work to achieve them. To learn more, call us at 877.747.1133.
To help assess your portfolio construction, start by completing our Optimized Portfolio Questionnaire.
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