- Consider consulting with a trusted investment advisor, tax specialist or attorney to help you decide the distribution option—and payment timing—that will best fit your needs.
- Make your distribution election with Fidelity within one to two weeks of when you want to receive a distribution. To do that, call the Rockwell Automation Service Center at Fidelity.
- Expect to receive a personalized distribution information packet from Fidelity summarizing your distribution choices if you do not make a distribution election shortly after you retire. This packet will arrive within the first month following your retirement date.
- If you decide to roll over your account balance into an IRA, explore several IRA providers to find one that will fit your needs. (Rockwell Automation does not endorse or recommend any IRA providers.)
- Count on having your vested account balance stay in the Rockwell Automation Retirement Savings Plan until you make a distribution election.
