Welcome to the United Airlines Portal

PCRA Solutions for United Airlines Employees, Pilots, and Executives

Unlock the full potential of your PCRA 401(k) with professional management and tailored investment strategies.

Standard 401(k) Challenges

Pre-Selected Investment Options Can Delay Your Retirement Goals

At United, you have access to a variety of retirement account options. The standard 401(k) plan allows you to invest in a selection of funds pre-chosen by your employer. While convenient, this approach can come with hidden costs and limited flexibility that can negatively impact your portfolio's overall performance.

Current 401(k) Challenges:

Limited Number of Investment Options - Pre-selected investment options restricts your control to customize your portfolio.
High-Cost Investment Options - Excess fees can lower annual performance, slowing growth and delaying your retirement plan.
Disjointed From the Rest of Your Portfolio - Restricted ability to customize your 401(k) approach leaves your account awkwardly disjointed from your investment strategy held in your IRA and taxable accounts.

Instead of choosing a standard 401(k), United Airlines employees are also offered the option to choose a Personal Choice Retirement Account (PCRA) 401(k) which provides greater control and ability to align your portfolio with your retirement plan.

PCRA 401(k) Benefits

Align Your PCRA 401(k) With Your Overall Investment Strategy

With your Personal Choice Retirement Account (PCRA) 401(k), you have the ability to customize investments in your account, granting you the freedom and flexibility to build a retirement portfolio that aligns with your retirement plans.

PCRA solutions help with:

Lower Fees - With more investment options comes the ability to choose lower-cost investments, which can increase your 401(k)’s performance.
More Investment Options - Whether your portfolio strategy is aggressively growth-focused or focused on conservative income-generation, you can build a portfolio that more effectively targets your retirement goals.
Adding an Investment Advisor - In allowing Chicago Partners to manage your PCRA, you gain access to professional guidance and the strategic insights of a dedicated investment advisor.

Chicago Partners is here to help you make the most of your PCRA by providing expert management tailored to your wealth goals.

Investment Management & Retirement Planning Services

Benefits of Choosing Chicago Partners as Your 401(k) Manager

Our advisors work closely with partners and executives from various industries to navigate the complexities of their Personal Choice Retirement Account (PCRA) 401(k) and broader retirement planning.

Access More Investment Options

Access to private investments and alternative assets can allow you to enhance your investment and tax strategies.

Coordinated Portfolio Strategy

Our approach to investment management involves analyzing and building a coordinated strategy across all your investment accounts.

Tax Liability Optimization

Optimize your tax strategy with innovative, advisor-led strategies focused on efficiently managing the amount you pay in state and federal taxes each year.

Institutional-Grade Investment Options

We offer access to lower fees than retail investors for institutional-grade investment options.

Enhanced Performance Tracking

We provide detailed, regular performance reporting and provide clarity on your portfolio's returns, benchmark comparisons, asset allocation, and risk metrics.

Comprehensive Financial Planning

Receive a fully-personalized financial plan with industry-leading technology that helps you plan for, and adapt to, all of life's unexpected events.

Private Client Services

From low-cost lines of credit to exclusive mortgage rates for qualified clients, our clients receive access to enhanced services not available to traditional retail investors.

Professional Investment Guidance

Avoid costly mistakes and align your portfolio with your overall investment plan by entrusting a financial professional to handle your account with skill and strategic insight.

United Airlines Employee Discount

We offer a significant discount to United employees, pilots, and executives, effectively lowering cost and helping you enhance your portfolio's overall return.

Get Started

Receive a Complimentary Portfolio X-Ray

Whether it’s your full portfolio or just your 401(k), we offer a complimentary Portfolio X-Ray to anyone interested in learning more about Chicago Partners’ wealth management services.

Reach out to us for a 30-minute introductory call and receive a detailed analysis of your portfolio, including a breakdown of how effectively it’s positioned to realize your financial goals and where you can fill in the gaps. We offer this at no cost, with no obligation to move forward.

You can request a Portfolio X-Ray meeting by filling out the form here, and an advisor will be in touch within one business day.

Fiduciary Advisors

A Team of Advisors With Over 20 Years of Experience Working With Executives

We’ve worked closely with professionals across various industries—particularly those with unique retirement benefits like United Airlines employees—to design personalized strategies that position their retirement accounts for enhanced returns. Clients working with Chicago Partners receive access to a team of advisors, including a Partner, Senior Wealth Advisor, Senior Associate, and Associate.

Each of the members of this team is available to help with any questions, financial situations, or desk reviews that may come up during your employment with United Airlines.

Meet the Team

Retirement Planning Services for United Airlines Professionals

Align Your Portfolio With Your Broader Retirement Plans

At Chicago Partners, we integrate our investment management service into your overall retirement financial plans. We offer comprehensive retirement planning services including personalized retirement income planning, tax-efficient withdrawal strategies, and more.

We take a holistic approach to ensure that your retirement plan isn’t just well-invested, but also well-structured to support your retirement lifestyle. Our advisors are here to guide clients through every financial stage of life with clarity and confidence.

FAQ

Frequently Asked Questions (FAQ)

Our FAQ section is designed to provide clear, concise answers to the most common questions we receive from our United clients.

If you don’t see your question answered here, our team is always ready to help. Simply reach out to us directly, and we’ll be happy to assist.

Yes - we believe that in order to provide excellent wealth management services for high-net-worth clients, ensuring the investment strategy is aligned with the client's tax strategy, financial plan, and estate plan is essential.

We are very comfortable working with outside professionals, and, in the case where a client needs a referral to an outside professional, have a select group of CPA's, estate attorneys, and other financial professionals with whom we have strong business relationships.