Get More Out of Your 401(k)
Your money deserves every advantage it can get.
That means leveraging the power of our professional 401(k) Management program. By directly managing your plan through your custodial platform, our airline experts can provide you with expanded investment options, comprehensive financial planning—and, most importantly, one less thing to worry about.
Our Expertise, Your 401(k)
Your life flying the line is unpredictable and stressful enough.
By choosing to have our specialists directly manage your 401(k) through Fidelity or Schwab, you get the best of both worlds: the confidence of professional expertise with the freedom to focus on what you do best.
You remain in control of your financial goals, while we handle all the complexities—because you’re not just getting 401(k) advice, but also:
- Full strategy integration between your 401(k), Health Savings Account (HSA), PBGC, pensions, IRAs, and other unique airline plans (such as MBCBP)
- Access to a broader set of investment options than what’s offered by your airline
- Comprehensive financial planning that fully incorporates your airline benefits, estate planning considerations, and money-saving tax planning strategies
- Customized investment strategies that align with your retirement timeline
- Guidance on minimizing taxes through Roth conversions or deferred retirement contributions
- Regular, proactive rebalancing and tax-loss harvesting to keep your portfolio tax-efficient and in sync with your goals
- Ongoing reviews to ensure your investments adapt to your changing needs as you advance in your career
- Confidence your financial future is in the hands of an expert who understands the nuances of your profession
Regardless of your career stage, our 401(k) Management program makes financial planning effortless—reducing your stress load while still keeping your unique priorities front and center.
Our Integrated Services
At Allworth Airline Advisors, you have unparalleled access to a team of in-house financial experts—giving your wealth the advantage every airline employee needs.
