Welcome to the Local 514 Retirement Resources video walkthrough. Hosted by Jay Potter and George Albano from the Local 514 Retirement Committee, this video provides a comprehensive step-by-step guide to preparing for your retirement at American Airlines. Learn what steps to take before your last day on the job to ensure a smooth transition.
Key Highlights & Topics Covered:
- Retirement Eligibility & the 65-Point Plan
- Navigating Jetnet
- Retirement Resources Pension Commencement Process & Payment Options
- NOTE: The Pension Program ended in Oct. 31, 2011, You must have been vested prior to that date.
- 401(k) Management & Distribution Validation
- Sick Bank & RHRA Conversion
- Medicare Planning & Advisory Support
- The Rule of 55 for Penalty-Free Early Access
- Retiree Travel Privileges & Recognition Gifts
Essential Contacts & Links:
- Resource Hub: twu514.org (Benefits & Forms ? Retirement)
- Retiree Portal: retirees.aa.com
- AA Service Center at Fidelity: 800-354-3412
- Dedicated Medicare Advisors: 833-886-0033
- Fidelity Local Office (Tulsa – Jackson Nail): Text 918-710-3631
- AAFCU Office (Broken Arrow – Kris Jantzen): (877) 832-6334