retirement DATE
August Rate | February Rate | |
December 1st - May 31st | ||
February Rate | ||
June 1st - November 30th |
The GATT rate has an inverse relationship with your lump sum
GATT Rate -1%.
=
Lump Sum +10%
GATT Rate +1%.
=
Lump Sum -10%
Your Southwest Airlines Pilots Retirement Savings Plan is administered at Charles Schwab & Co., Inc. The PCRA brokerage account option allows for expanded investment options and management by ACT Wealth Management.
Your Profit Sharing is administered by Empower. Once you are 59 1/2, you may roll your Profit Sharing over into an IRA through an in-service roll over. This IRA can be professionally managed by ACT Wealth Management.
If eligible, your excess contributions will be redirected in up to three non-qualified plans: excess benefit plan, “Top Hat” plan, and 401(a)(17) plan. ACT Wealth Management is also able to provide guidance on profit sharing plans.
August Rate | February Rate | |
December 1st - May 31st | ||
February Rate | ||
June 1st - November 30th |
The GATT rate has an inverse relationship with your lump sum
GATT Rate -1%.
=
Lump Sum +10%
GATT Rate +1%.
=
Lump Sum -10%
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