Develop a retirement savings strategy

Retirement planning starts with thinking about your future lifestyle goals and how long you have to meet them. To have a comfortable, secure—and happy—retirement, you’ll need to create a savings strategy that accounts for your age, target retirement date, income, debts, medical coverage needs and more.

Whether you’re years or months away from retirement, these retirement planning tools through The Rockwell Automation Retirement Savings Plan—the 401(k) plan can help you plan smarter for retirement.

Retirement Guide
Download this overview of your retirement benefits through Rockwell Automation to learn how to start the planning process, your medical options in retirement and other helpful information.

Retirement Process Timeline Tool
Model different retirement dates and see what steps you need to take for a smooth transition into retirement.

Rockwell Automation Service Center (RASC) and YourBenefits
Use the Pension Modeler, start the Pension Plan payment process, get copies of SPDs, and find answers to questions about retiree medical, COBRA coverage, post-retirement benefits and more.

Fidelity (Rockwell Automation Service Center at Fidelity)
Access financial tools, calculators, articles and free retirement planning workshops. Process your distribution election for The Rockwell Automation Retirement Savings Plan—the 401(k) plan. Manage your annual contribution rate based on your savings goals.

Edelman Financial Engines
Take advantage of free, unlimited investment planning tools. Or, for a fee, experts can create a retirement planning strategy for you that includes your 401(k) plan and other income sources.

Termination Benefits Summary
If you are considering leaving Rockwell Automation for another opportunity or retirement, download the Termination Benefits Summary to learn how leaving the Company impacts your benefits.

Visit raquickfind.com/Retirement for a complete list of your Rockwell Automation retirement tools and resources—including Savings Plan details, contact information and downloads.

You work hard to make a meaningful contribution at work. Let our benefits, tools and resources create a meaningful contribution to your retirement.

Keep in mind …

  • Aspects of your personal situation might require you to seek additional guidance regarding your retirement benefit decisions and review any decisions you make with a financial or tax advisor, accountant or attorney.
  • The Rockwell Automation Retirement Savings Plan—the 401(k) plan is available to all employees, including those who are scheduled to work less than 20 hours per week. After 30 days of employment, you are automatically enrolled at a 3% pre-tax contribution rate (unless you make an election).
  • Annual limits apply to your Rockwell Automation 401(k) plan contributions and any contributions you made to another employer’s 401(k) plan. For more information, consult the Retirement Summary Plan Descriptions.