Q&A with Fidelity here at the Tulsa Base. January 14th through the 16th. See schedule and location below. Get it in PDF HERE
Fidelity Q & A Investment Workshop January 2026
Category: Retiree
Wills & Trusts Seminar
October 23, 2025 Three meeting times: At Local 514 Union Hall11929 East Pine Street, Tulsa OK.
Retiree Committee Video UPDATE
More information for your retirement. Local 514 Contact: The Checklist for Retirement:
RHRA (Retirement Health Reimbursement Account)
American Airlines Benefits Team Dear Retiree, Effective April 1, 2024, Fidelity Investments® will become the service provider for American’s retiree health reimbursement arrangements (RHRAs). Now you will have an integrated account experience, with access to your RHRA(s), 401(k) and pension (if applicable) all in one place. In addition, Fidelity offers a variety of easy-to-use tools…
Retirement Seminar 2023
Tulsa Retirement Planning Seminar Retirement Seminar will be held on March 22,2023 at 5:00am, 9:00am and 3:00pm in Town Hall Room upper level Hangar 3-4 . American Airlines Retirement, Pensions,Benefits teams along with Fidelity Investments and Mark Loeber will speak. The Following are the Presentations that were given:
TUL Retirement Planning Seminars – Presentations
April 20, 2022 9:00 am & 3:15 pm Hangar 3&4 Townhall Room Wendy Drake – AA Retirement & Pensions Laura Steljes – AA Benefits Alex Steel – Fidelity 2022 Retirement-AA Presentation in PDF Mark Loeber – The Advancement Group Which Pension Benefit is best (Single Life, Joint & Survivor and Leveling & Guaranteed Options) Converting…
Retiree Medical Insurance/AA Medicare Advantage Plan
Dear Sisters and Brothers: Earlier this week the TWU Air Division became aware, from our retirees, that American Airlines is attempting to arbitrarily modify the prebankruptcy retiree medical plans for APA, APFA, and TWU retirees, moving them into a fully funded Medicare Advantage Plan through United Healthcare. TWU Air Division staff, along with our legal…
Pension kits
Members have to request the pension kit by Sept 15th for a commencement date of Oct 1st. You can request a pension kit via Pension Service Center: Visit the Pension Service Center Select Request your Pension Enter the Last Day Worked, Benefit Commencement Date and, if applicable, the Beneficiary Date of Birth. Then click…
Voluntary Early-Out Program Zoom Meeting- August 3rd, 2020 @ 10: AM CDT
On Monday, August 3rd at 10:00am CT, Mark Loeber, your TWU retirement consultant, hosted another virtual meeting to discuss and educate those who are interested in registering for the recently announced Voluntary Early-Out Program (VEOP). We encourage all employees who are interested in registering for the VEOP, or who want more information on the VEOP,…
New voluntary early out and leave of absence programs for represented team members
We captured the following communication to AA Management. If you have any questions please contact your supervisor as they have not shared any details with our local. Dale New voluntary early out and leave of absence programs for represented team members Directors and Above, In a letter to team members, Doug and Robert shared…