VIDEO LEARNING: More Runway for Retirement - Breaking Through Your 401(k) Limits

April 28, 2026
11:00 am EDT / 8:00 am PDT

This 30-minute webinar is designed specifically for pilots and airline professionals looking to maximize retirement savings beyond traditional 401(k) limits. With unique career dynamics—peak earning years, variable schedules, and earlier retirement timelines—pilots face a narrow window to build tax-efficient wealth.

We’ll explore how cash balance plans can significantly increase annual contributions, reduce current tax liability, and accelerate retirement readiness. Attendees will learn how these plans complement existing benefits, including 401(k) and profit-sharing plans, and evaluate key considerations such as funding requirements, costs, and suitability for high-income aviation professionals with consistent cash flow.

Attend this webinar and learn:

• Understand why 401(k) limits may be insufficient for pilots during peak earning years and how that impacts long-term retirement readiness
• Learn how cash balance plans work and how they differ from traditional defined contribution plans
• Evaluate the potential to contribute significantly more ($100k–$300k+) while reducing current taxable income
• See how a cash balance plan integrates with pilot-specific benefits like 401(k) and profit-sharing plans
• Identify key tradeoffs, including required contributions, costs, and whether the strategy fits your income stability and career stage5)

Speakers:

James Risalvato
Financial Advisor, Allworth Financial

Mike McClary - Moderator
Writer and Editor, Aviation Week

Sponsored by:

Unable to attend? Register anyway. All registrants will be sent a link to the webinar archive so you can view it at your own convenience.