FREE 401(k) MANAGEMENT FOR INVOLUNTARILY FURLOUGHED PILOTS

RAA has served the airline community for the past 30 years, and we understand the stress a furlough notice can cause on a family, finances, and a pilot’s future.  

We believe sound financial advice from someone you can trust is always important, but especially so when you are facing significant uncertainty in your financial life. We are offering free 401(k) management to involuntarily furloughed pilots to ensure those pilots have access to the experts they need without worrying about a fee.  

In times of turbulence, we understand how important it is to have a professional on your side to answer your questions and provide guidance when it’s needed the most. We’re here to help. 

REQUIREMENTS TO QUALIFY 

• You must be an involuntarily furloughed pilot. A copy of your furlough letter must be submitted to RAA to qualify. (Once you have submitted the following form and you have been qualified for the program, we will send instruction on how to submit your furlough letter) 
• This does not apply to pilots taking leave of absence packages or those who voluntarily take a furlough/leave of absence/early retirement. 
• Only 401(k) accounts qualify for free management. All other types of accounts will be charged at our standard fee schedule. 
• You must have either Charles Schwab or Fidelity as your 401(k) plan administrator. 

WHAT’S INCLUDED 

The free 401(k) management offer includes a custom financial plan to prepare for your new reality, evaluating potential insurance needs as company benefits may no longer be available,  developing an investor risk profile, analyzing current investment allocations and, when appropriate, guidance on rebalancing assets to align 401(k) allocations with personal investment preferences, retirement goals, and time horizons.  

AVAILABILITY OF THIS OFFER 

This offer will be available from October 1, 2020 - December 31, 2020. If furlough notices continue beyond the end of the year, we will determine whether to extend this offering into 2021. 

The free management will not apply until your furlough status goes into effect on or after October 1st. 

HOW TO GET STARTED 

Complete the following form to set up a time for a furlough consultation and learn more about the process. 

REQUEST A FURLOUGH CONSULTATION

NOT QUALIFIED FOR THE FREE OFFER BUT STILL NEED HELP?  

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