Make the Most of Personalized Help From Financial Engines

Since 2012, Financial Engines has been providing retirement planning services to Rockwell Automation Retirement Savings Plan (also known as the 401(k) Plan) participants through Online Advice and Professional Management services. Financial Engines is an independent investment advice and management service provider. They do not sell investments or receive commissions; instead, their job is to serve the best interest of Rockwell Automation participants.

What You Need to Know

Online Advice is an easy‐to‐use, interactive, online service that provides professional, personalized investment advice for managing your 401(k) Plan. It’s a way to get expert recommendations for your retirement investments—without having to become an investment expert yourself. Whether you’re a seasoned investor or new to investing, here are some reasons to try Online Advice:

  • It’s available at no additional cost to you.
  • It’s easy: Your 401(k) Plan account data is already in the system, so you’ll see it when you visit the website. Plus, you’ll find powerful tools and expert recommendations to help you determine how much to save and how to invest to help increase your likelihood of reaching your retirement income goals.
  • It’s personalized: The advice you receive is personalized to you. It is based on your current account savings and investment elections. If you wish to add more information about your other accounts or add assets outside of the 401(k) Plan, you can do so and have that information considered in the advice you receive.
  • It can enhance the value of your 2014 Retirement Evaluation: As a Rockwell Automation plan participant, in May you’ll receive an annual Retirement Evaluation prepared by Financial Engines. This year, your Retirement Evaluation will be enhanced to include accounts or assets outside of the 401(k) Plan—but only if you tell Financial Engines. To make sure this information is included in your annual Retirement Evaluation, log on to Online Advice and add your outside accounts or assets.

To access Online Advice from Financial Engines, log in to and click on the Financial Engines link in the rotating message box on the right side of the page.

Make the Most of Your Upcoming Retirement Evaluation—Watch a Webinar to Learn More

Financial Engines provides webinars demonstrating how to add your outside accounts. View the session from earlier this year.

If You Have Questions

For technical support for Financial Engines’ Online Advice service tool, call your plan’s service provider, Fidelity Investments, at 1.877.401.5762.

Advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor and wholly owned subsidiary of Financial Engines, Inc. Financial Engines does not guarantee results, and past performance is no guarantee of future results. Financial Engines® and Retirement Help for Life® are registered trademarks or service marks of Financial Engines, Inc. All rights reserved. Used with permission.

Published: January 8, 2014