Envoy to AA 401k Transfer
#1
Former Envoy Pilots 401k
Notice to Former Envoy Pilots With 401(k) Accounts
There is an opportunity to transfer your 401(k) account balance from the Envoy plan to the American Airlines Pilot Only 401(k) Plan. If you wish to have your account transferred, you must act quickly. Envoy must receive your completed transfer request by mail, delivery, or fax no later than Oct. 11.
Please submit your completed Voluntary In-Service Plan-to-Plan Transfer Election Form to the Envoy Air Inc. 401(k) Plan by either:
Facsimile at 972-374-5609
Email at [email protected]
Management has provided the following schedule for the transferred amounts (this will not apply to amounts in the AA Pilot Only 401(k) Plan):
Oct. 11: Last day for elections to be received at Envoy
Oct. 25: Blackout notice mail date
Nov. 18: Self-directed brokerage account liquidation date
Nov. 29: Blackout period start date
Dec. 5: Valuation date
Dec. 6: Asset transfer date
Dec. 15: Blackout end week
If you have any questions about the Voluntary In-Service Plan-to-Plan Transfer Election Form before the transfer, please contact Empower Retirement at 1-800-345-2345. If you have questions after the transfer, please contact Fidelity Investments at 1-800-354-3412. You can also email [email protected] with questions as well.
edit
(is this current or did somebody hit the resend button by mistake, I know it came out recently, but I thought I saw this last year too)
Notice to Former Envoy Pilots With 401(k) Accounts
There is an opportunity to transfer your 401(k) account balance from the Envoy plan to the American Airlines Pilot Only 401(k) Plan. If you wish to have your account transferred, you must act quickly. Envoy must receive your completed transfer request by mail, delivery, or fax no later than Oct. 11.
Please submit your completed Voluntary In-Service Plan-to-Plan Transfer Election Form to the Envoy Air Inc. 401(k) Plan by either:
Facsimile at 972-374-5609
Email at [email protected]
Management has provided the following schedule for the transferred amounts (this will not apply to amounts in the AA Pilot Only 401(k) Plan):
Oct. 11: Last day for elections to be received at Envoy
Oct. 25: Blackout notice mail date
Nov. 18: Self-directed brokerage account liquidation date
Nov. 29: Blackout period start date
Dec. 5: Valuation date
Dec. 6: Asset transfer date
Dec. 15: Blackout end week
If you have any questions about the Voluntary In-Service Plan-to-Plan Transfer Election Form before the transfer, please contact Empower Retirement at 1-800-345-2345. If you have questions after the transfer, please contact Fidelity Investments at 1-800-354-3412. You can also email [email protected] with questions as well.
edit
(is this current or did somebody hit the resend button by mistake, I know it came out recently, but I thought I saw this last year too)
Last edited by Cujo665; 10-01-2019 at 11:49 AM.
Thread
Thread Starter
Forum
Replies
Last Post



