When to Start the Pension Benefit Election Process

If you are eligible for a Pension Plan benefit from Rockwell Automation, you should begin the process by requesting a Pension Benefit Commencement Kit 60 to 90 days before you want your pension benefit to begin. If you are not within that 60- to 90-day period, you can receive an estimate of your pension benefit, but you cannot initiate the process.

Note: In-Service Distributions are only available for eligible pension plan participants to commence on December 1st of each year. If you are eligible and interested in commencing your pension benefit as an In-Service Distribution, you may begin the process by requesting an In-Service Distribution Election Kit in early September but no later than November 30th of the year in which you’d like to commence. More information can be found here.