Our Experience Working with Delta Pilots and Families
Smith Anglin Financial is proud to work side by side with Delta pilots. Our advisors have helped them understand and maximize their plan options for over 18 years. We’re specialists in Delta’s 401k investment options and the performance of those options within the employer-provided retirement benefits plan.
What You Should Know About Your Plan
How to take advantage of your In Service Rollover Option available at 59.5 years of age
How to evaluate your 401k’s investment options and their individual performance
How to establish and administer your Brokerage Link option hosted by Fidelity Investments
If you have more than $250,000 in your 401k account, The 401k AutopilotSM Program is the solution to creating a secure future for your family in a very insecure airline world.
