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Request a direct rollover

June 12, 2013

Your vested account balance will be paid to an IRA (individual retirement account or individual retirement annuity) or a new employer’s retirement plan that accepts rollovers on your behalf.

Things to Consider

With a direct rollover, you can continue to defer taxes on your account balance. Taxes will apply when this money is eventually paid to you.

If a portion of your account is invested in the Rockwell Automation Stock Fund, you’ll need to decide if you want it paid out as cash or as stock.

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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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