Seek Financial Advice for Retirement

You have some important choices to make before you retire. Trusted investment advisors, tax specialists or attorneys can help you make decisions that are best for you and your financial situation. To give your financial advisors a better idea of the retirement benefits you get from Rockwell Automation, it’s a good idea to share your important benefits-related documents with them, such as:

  • The Summary Plan Descriptions (SPDs) for your retirement benefits (Pension Plan, Retirement Savings Plan and Retiree Medical)
  • Your most recent benefits statements (Pension Plan benefit estimate from Your BenefitsTM or the RASC and Retirement Savings Plan account statements from Fidelity)
  • Your beneficiary designations (from Your BenefitsTM and Fidelity)
  • Your Guide to a Hassle-Free Retirement

You can download copies of your SPDs and Your Guide to a Hassle-Free Retirement by going to Your BenefitsTM, or you can request copies be sent to you by calling the RASC.