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Consider These Things Before You Elect an In-Service Distribution

August 8, 2023

Before you complete the ISD process, please review the following supplemental documents as they relate to your pension benefit:

  • ISD FAQs
  • Pension Plan Overview
  • Taking a Pension Distribution Now or Later
  • Comparing an Annuity Distribution vs. Lump Sum Distribution
  • Tax Implications
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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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