Southwest Airlines

What is a Market-Based Cash Balance Plan?

A Market-Based Cash Balance Plan is a version of a Cash-Balance Plan, which is a type of pension plan that straddles the line between defined benefit plans and defined contribution plans. With a defined benefit plan, each eligible employee receives a specific benefit upon retirement, while a defined contribution plan outlines the employer’s contributions to an […]

How Inverted Yield Curves Impact Consumers, Equities, and Bonds

How Consumers Can Be Affected by Inverted Yield Curves Consumers seeking short-term loans tend to be worse off amidst an inverted yield curve. Interest rates rise and costs of borrowing go up, leading consumers to either pay higher prices or defer purchases and investments altogether. This unfriendly environment tends to sour the consumer’s mood. Though […]

What to do with a Retro-Check

If you receive a retro pay-check from your company, it’s essential to handle the money wisely. Here are some steps you can consider: Roth Conversion in 401(k):  Look at your assets within your 401(k) and see if a Roth conversion is possible and if it could be beneficial to your financial plan. A Roth conversion […]

Southwest Deferred Compensation Plans

As a Southwest Airlines pilot, you have several savings vehicles outside of the 401(k) and Profit Sharing Plan. ACT Wealth Management specializes in the nuances of the Southwest Airlines deferred compensation plans and can analyze all of your SWA savings options to determine the best strategy for your specific goals.   The Excess Benefit Plan: […]

Southwest Retirement Checklist

As retirement approaches, Southwest Airlines pilots must take several important steps to ensure a smooth transition out of the cockpit and into retirement. Below is a Southwest Airlines Pilot retirement checklist to keep you on track. Southwest Airlines Pilot Retirement Checklist: 6 Months Out Identify your monthly income withdrawal needs from your retirement savings Update […]

Southwest 401(k) vs PCRA: Understanding the Differences

When it comes to managing your retirement savings as a Southwest pilot, you have two main options available: investing in the Core Funds within the Southwest Pilot 401(k) or using a Personal Choice Retirement Account (PCRA) to implement your investments. While both options have their benefits, investments in a PCRA can provide you with more […]

Tackling Southwest Pilot Retirement: Where to Start

Why should you, as a Southwest Pilot, do so much planning and saving for retirement? A successful retirement can come from years of careful retirement savings through the Southwest 401(k) Plan. Knowing how to start the financial planning process can be challenging, but the importance cannot be stressed enough. No one wants to hit mandatory […]
  • Allen Office
  • 900 West Bethany Drive
  • Suite 150
  • Allen, TX 75013
  • Phone(214) 618-2022
  • Toll-free(888) 392-9773
  • Fax(214) 919-4896
  • Raleigh Office
  • 8601 Six Forks Road
  • Suite 400
  • Raleigh, NC 27615
  • Phone(919) 214-9066

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