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Your distribution choices if your vested account balance is at least $1,000

June 12, 2013

Contributions to your Retirement Savings Plan 401(k) account generally will stop with your last paycheck from Rockwell Automation. After you retire, you get to choose what you want to do with the money in your account as long as your vested account balance is at least $1,000. (Unlike with the Pension Plan, Retirement Savings Plan distribution choices cannot be made before you retire.)

Before you receive money from your Retirement Savings Plan account, it’s a good idea to seek the help of a trusted financial advisor for distribution advice, including how to receive any portion of your account that is invested in the Rockwell Automation Stock Fund.

Provided your vested account balance is at least $1,000, here are your post-retirement distribution options:

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  • Home
  • FYB News
  • Live Healthy
  • Benefit Details
    • Medical
    • Prescription Drugs
    • Dental
    • Vision
    • Flexible Spending Accounts
    • Life Insurance
    • Accidental Death & Dismemberment
    • Disability
  • Retirement
  • New Hires
  • Benefits Resources

The Rockwell Automation Quick Find website applies to active U.S. employees only.

Employee interaction with this site is voluntary. The information provided in this website is solely for our employees’ information. Rockwell Automation respects the privacy of employees visiting the website and/or using services. Personal information that an individual submits is on a voluntary basis and will only be used for the sole purpose for which it is submitted.

The Quick Find, as well as the material available, consists of brief, general descriptions of plans available. If any part of this information should conflict with a plan’s legal documents, the legal documents will control. Participation in these plans is not a guarantee that benefit levels will remain unchanged in the future. The Company reserves the right to change or terminate these plans at any time. If material changes are made, employees will be informed about them.

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