Choose what to do with Retirement Savings Plan account balance

Although you can’t make any distribution elections before you retire, it’s good to be prepared to make those decisions.

If your vested account balance is more than $1,000 when you retire, you will need to make your distribution election with Fidelity within one to two weeks of when you want to receive a distribution.

If your vested account balance is $1,000 or less when you retire, you can choose to receive a lump-sum cash payment or elect a direct rollover to an IRA or another employer’s plan that accepts rollovers.

For additional information, contact Fidelity.

Contact the Rockwell Automation Service Center at Fidelity

Call 1.877.ROK.401K (1.877.765.4015) | Monday through Friday, 7:30 a.m. to 11 p.m. Central time. Go online to